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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$21.40
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets1.25B
American Funds Capital World Gr&Inc R3
Price$64.30
Change+$0.47 (+0.74%)
VolumeN/A
Net Assets126.7B
AWAAX vs RWICX Comparison Chart
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AWAAX vs. RWICX commentary
Jan 19, 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 Hold and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 127B vs. AWAAX (1.25B). RWICX pays higher dividends than AWAAX: RWICX (1.43) vs AWAAX (0.96). AWAAX was incepted earlier than RWICX: AWAAX (21 years) vs RWICX (23 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (13.00). 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 : 17.04 vs. RWICX (10.57). RWICX (26.56) and AWAAX (26.20) have equivalent 5 years return.
| AWAAX | RWICX | AWAAX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.392 | 2.047 | 117% |
| 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 | 127B | 1% |
| Annual Yield % from dividends | 0.96 | 1.43 | 67% |
| Returns for 1 year | 17.04 | 10.57 | 161% |
| Returns for 3 years | 8.43 | 7.92 | 106% |
| Returns for 5 years | 26.20 | 26.56 | 99% |
| Returns for 10 years | 57.41 | 46.41 | 124% |
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