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AWAAX vs RWBEX
AWAAX vs RWBEX Comparison
Open Charts AWAAX vs RWBEX
AB Wealth Appreciation Strategy A
Price$22.15
Change-$0.27 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AWAAX vs RWBEX Comparison Chart
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AWAAX vs. RWBEX 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 RWBEX is a Sell.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. AWAAX (1.25B). RWBEX pays higher dividends than AWAAX: RWBEX (1.28) vs AWAAX (0.96). AWAAX was incepted earlier than RWBEX: AWAAX (21 years) vs RWBEX (10 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (13.00). RWBEX has a lower initial minimum investment than AWAAX: RWBEX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 25.89 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. AWAAX (33.81).
| AWAAX | RWBEX | AWAAX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 19.407 | 12.641 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 125B | 1% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 25.89 | 18.55 | 140% |
| Returns for 3 years | -0.28 | 2.29 | -12% |
| Returns for 5 years | 33.81 | 37.10 | 91% |
| Returns for 10 years | 57.81 | 47.08 | 123% |