Ad is loading...
AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$20.83
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc R3
Price$64.58
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
AWAAX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWAAX vs. RWICX commentary
May 12, 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: 125B vs. AWAAX (1.19B). RWICX pays higher dividends than AWAAX: RWICX (1.34) vs AWAAX (0.90). 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 (1.88) and RWICX (1.86) have marching annual gain over last year. RWICX return over 5 years is better than : 49.43 vs. AWAAX (44.83).
| 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 | -0.335 | 2.727 | -12% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 125B | 1% |
| Annual Yield % from dividends | 0.90 | 1.34 | 67% |
| Returns for 1 year | 1.88 | 1.86 | 101% |
| Returns for 3 years | 23.20 | 29.49 | 79% |
| Returns for 5 years | 44.83 | 49.43 | 91% |
| Returns for 10 years | 44.00 | 40.26 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...