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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$23.26
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWAAX vs CWGCX Comparison Chart in %
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AWAAX vs. CWGCX commentary
Jul 06, 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: 136B vs. AWAAX (1.32B). CWGCX (0.83) and AWAAX (0.80) 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 : 9.06 vs. CWGCX (8.49). AWAAX (50.52) and CWGCX (48.95) 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 | 11.292 | 13.166 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | 9.06 | 8.49 | 107% |
| Returns for 3 years | 41.84 | 47.34 | 88% |
| Returns for 5 years | 50.52 | 48.95 | 103% |
| Returns for 10 years | 63.91 | 58.53 | 109% |
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