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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$19.50
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.12B
American Funds Capital World Gr&Inc C
Price$60.21
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
AWAAX vs CWGCX Comparison Chart
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AWAAX vs. CWGCX commentary
Apr 18, 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: 117B vs. AWAAX (1.12B). CWGCX (0.93) 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 : -0.52 vs. CWGCX (-1.68). CWGCX (40.10) and AWAAX (39.54) 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 | 24 years | - |
| Gain YTD | -6.746 | -3.913 | 172% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 117B | 1% |
| Annual Yield % from dividends | 0.90 | 0.93 | 97% |
| Returns for 1 year | -0.52 | -1.68 | 31% |
| Returns for 3 years | 5.22 | 9.07 | 58% |
| Returns for 5 years | 39.54 | 40.10 | 99% |
| Returns for 10 years | 34.91 | 29.50 | 118% |
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