Ad is loading...
AWAAX vs RWBEX
AWAAX vs RWBEX Comparison
Open Charts AWAAX vs RWBEX
AB Wealth Appreciation Strategy A
Price$22.41
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$68.86
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AWAAX vs RWBEX Comparison Chart
Loading...
AWAAX vs. RWBEX 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 RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 129B vs. AWAAX (1.27B). 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 : 30.43 vs. RWBEX (25.33). RWBEX return over 5 years is better than : 45.79 vs. AWAAX (40.59).
| 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 | 20.863 | 15.537 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 129B | 1% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 30.43 | 25.33 | 120% |
| Returns for 3 years | 4.42 | 7.94 | 56% |
| Returns for 5 years | 40.59 | 45.79 | 89% |
| Returns for 10 years | 70.48 | 60.85 | 116% |
View a ticker or compare two or three
VS
VS
Ad is loading...