Interact to see
Advertisement
Advertisement
AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$23.04
Change-$0.12 (-0.52%)
VolumeN/A
Net Assets1.31B
American Funds Capital World Gr&Inc R3
Price$70.56
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
AWAAX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWAAX vs. RWICX commentary
Jul 16, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. AWAAX (1.31B). RWICX pays higher dividends than AWAAX: RWICX (1.21) vs AWAAX (0.80). AWAAX was incepted earlier than RWICX: AWAAX (22 years) vs RWICX (23 years). AWAAX (1.32) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWICX has a lower initial minimum investment than AWAAX: RWICX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 6.90 vs. RWICX (6.49). RWICX (47.13) and AWAAX (46.40) have equivalent 5 years return.
| AWAAX | RWICX | AWAAX / RWICX | |
| Total Expense Ratio | 1.00 | 1.06 | 94% |
| Annual Report Gross Expense Ratio | 1.32 | 1.06 | 125% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.813 | 12.729 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 136B | 1% |
| Annual Yield % from dividends | 0.80 | 1.21 | 66% |
| Returns for 1 year | 6.90 | 6.49 | 106% |
| Returns for 3 years | 41.66 | 50.27 | 83% |
| Returns for 5 years | 46.40 | 47.13 | 98% |
| Returns for 10 years | 60.01 | 55.30 | 109% |