Interact to see
Advertisement
Advertisement
AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$24.48
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc C
Price$73.77
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
AWAAX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWAAX vs. CWGCX commentary
Sep 29, 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: 140B vs. AWAAX (1.37B). CWGCX pays higher dividends than AWAAX: CWGCX (0.82) vs AWAAX (0.77). 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). AWAAX annual gain was more profitable for investors over the last year : 10.71 vs. CWGCX (8.58). AWAAX (51.33) and CWGCX (50.79) 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 | 18.224 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 140B | 1% |
| Annual Yield % from dividends | 0.77 | 0.82 | 95% |
| Returns for 1 year | 10.71 | 8.58 | 125% |
| Returns for 3 years | 60.60 | 66.35 | 91% |
| Returns for 5 years | 51.33 | 50.79 | 101% |
| Returns for 10 years | 91.55 | 84.74 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement