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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$24.26
Change-$0.22 (-0.90%)
VolumeN/A
Net Assets1.36B
American Funds Capital World Gr&Inc C
Price$73.70
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
AWAAX vs CWGCX Comparison Chart in %
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AWAAX vs. CWGCX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. AWAAX (1.36B). CWGCX (0.75) and AWAAX (0.74) have matching dividends . 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). CWGCX (11.28) and AWAAX (10.96) have marching annual gain over last year. AWAAX (38.53) and CWGCX (37.57) 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 | 17.129 | 18.112 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 140B | 1% |
| Annual Yield % from dividends | 0.74 | 0.75 | 98% |
| Returns for 1 year | 10.96 | 11.28 | 97% |
| Returns for 3 years | 46.40 | 47.52 | 98% |
| Returns for 5 years | 38.53 | 37.57 | 103% |
| Returns for 10 years | 77.20 | 68.97 | 112% |
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