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AWAAX vs FWGIX
AWAAX vs FWGIX Comparison
Open Charts AWAAX vs FWGIX
AB Wealth Appreciation Strategy A
Price$22.41
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$69.13
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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AWAAX vs FWGIX Comparison Chart
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AWAAX vs. FWGIX commentary
Oct 18, 2024
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 FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. AWAAX (1.27B). FWGIX pays higher dividends than AWAAX: FWGIX (1.99) vs AWAAX (0.96). AWAAX was incepted earlier than FWGIX: AWAAX (21 years) vs FWGIX (8 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (13.00). AWAAX has a lower initial minimum investment than FWGIX: AWAAX (2500) vs FWGIX (1000000). AWAAX annual gain was more profitable for investors over the last year : 30.43 vs. FWGIX (26.33). FWGIX return over 5 years is better than : 49.03 vs. AWAAX (40.59).
| AWAAX | FWGIX | AWAAX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 20.863 | 16.268 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 129B | 1% |
| Annual Yield % from dividends | 0.96 | 1.99 | 48% |
| Returns for 1 year | 30.43 | 26.33 | 116% |
| Returns for 3 years | 4.42 | 9.69 | 46% |
| Returns for 5 years | 40.59 | 49.03 | 83% |
| Returns for 10 years | 70.48 | N/A | - |
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