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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$20.83
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc C
Price$64.28
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
AWAAX vs CWGCX Comparison Chart
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AWAAX vs. CWGCX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. AWAAX (1.19B). CWGCX (0.92) and AWAAX (0.90) have matching dividends . AWAAX was incepted earlier than CWGCX: AWAAX (22 years) vs CWGCX (24 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 : 1.88 vs. CWGCX (1.42). CWGCX return over 5 years is better than : 47.31 vs. AWAAX (44.83).
| 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 | 24 years | - |
| Gain YTD | -0.335 | 2.583 | -13% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 125B | 1% |
| Annual Yield % from dividends | 0.90 | 0.92 | 98% |
| Returns for 1 year | 1.88 | 1.42 | 132% |
| Returns for 3 years | 23.20 | 28.22 | 82% |
| Returns for 5 years | 44.83 | 47.31 | 95% |
| Returns for 10 years | 44.00 | 38.31 | 115% |
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