Interact to see
Advertisement
Advertisement
AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$23.95
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
AWAAX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWAAX vs. CWGCX commentary
Sep 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWAAX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AWAAX (1.35B). CWGCX pays higher dividends than AWAAX: CWGCX (0.82) vs AWAAX (0.77). AWAAX was incepted earlier than CWGCX: AWAAX (22 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AWAAX (1.32). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). CWGCX has a lower initial minimum investment than AWAAX: CWGCX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 13.45 vs. CWGCX (12.28). AWAAX (44.19) and CWGCX (43.30) have equivalent 5 years return.
| AWAAX | CWGCX | AWAAX / CWGCX | |
| Total Expense Ratio | 1.00 | 1.49 | 67% |
| Annual Report Gross Expense Ratio | 1.32 | 1.49 | 89% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 14.593 | 15.632 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.77 | 0.82 | 95% |
| Returns for 1 year | 13.45 | 12.28 | 110% |
| Returns for 3 years | 45.70 | 51.16 | 89% |
| Returns for 5 years | 44.19 | 43.30 | 102% |
| Returns for 10 years | 79.68 | 71.02 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement