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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$21.40
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets1.25B
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
AWAAX vs CWGCX Comparison Chart
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AWAAX vs. CWGCX commentary
Jan 19, 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 Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. AWAAX (1.25B). CWGCX pays higher dividends than AWAAX: CWGCX (1.04) vs AWAAX (0.96). AWAAX was incepted earlier than CWGCX: AWAAX (21 years) vs CWGCX (24 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (13.00). 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 : 17.04 vs. CWGCX (10.07). AWAAX return over 5 years is better than : 26.20 vs. CWGCX (24.90).
| AWAAX | CWGCX | AWAAX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 2.392 | 2.024 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 127B | 1% |
| Annual Yield % from dividends | 0.96 | 1.04 | 92% |
| Returns for 1 year | 17.04 | 10.07 | 169% |
| Returns for 3 years | 8.43 | 6.96 | 121% |
| Returns for 5 years | 26.20 | 24.90 | 105% |
| Returns for 10 years | 57.41 | 44.49 | 129% |
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