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AWAAX vs FWGIX
AWAAX vs FWGIX Comparison
Open Charts AWAAX vs FWGIX
AB Wealth Appreciation Strategy A
Price$22.15
Change-$0.27 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AWAAX vs FWGIX Comparison Chart
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AWAAX vs. FWGIX commentary
Nov 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 Sell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. AWAAX (1.25B). 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 : 25.89 vs. FWGIX (19.52). FWGIX return over 5 years is better than : 40.15 vs. AWAAX (33.81).
| 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 | 19.407 | 13.433 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 125B | 1% |
| Annual Yield % from dividends | 0.96 | 1.99 | 48% |
| Returns for 1 year | 25.89 | 19.52 | 133% |
| Returns for 3 years | -0.28 | 3.95 | -7% |
| Returns for 5 years | 33.81 | 40.15 | 84% |
| Returns for 10 years | 57.81 | N/A | - |