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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$21.70
Change-$0.35 (-1.59%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
AWAAX vs CWGCX Comparison Chart
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AWAAX vs. CWGCX commentary
Feb 23, 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: 128B vs. AWAAX (1.26B). 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 : 10.09 vs. CWGCX (6.26). AWAAX (30.19) and CWGCX (29.73) have equivalent 5 years return.
| 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 | 3.828 | 4.224 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 128B | 1% |
| Annual Yield % from dividends | 0.96 | 1.04 | 92% |
| Returns for 1 year | 10.09 | 6.26 | 161% |
| Returns for 3 years | 15.81 | 14.81 | 107% |
| Returns for 5 years | 30.19 | 29.73 | 102% |
| Returns for 10 years | 51.74 | 41.32 | 125% |
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