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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$22.16
Change-$0.27 (-1.20%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R3
Price$68.15
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AWAAX vs RWICX Comparison Chart
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AWAAX vs. RWICX commentary
Jun 15, 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: 131B vs. AWAAX (1.26B). RWICX pays higher dividends than AWAAX: RWICX (1.26) vs AWAAX (0.85). 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). RWICX annual gain was more profitable for investors over the last year : 5.98 vs. AWAAX (5.42). RWICX return over 5 years is better than : 50.18 vs. AWAAX (47.55).
| 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 | 6.029 | 8.879 | 68% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 0.85 | 1.26 | 67% |
| Returns for 1 year | 5.42 | 5.98 | 91% |
| Returns for 3 years | 36.60 | 42.88 | 85% |
| Returns for 5 years | 47.55 | 50.18 | 95% |
| Returns for 10 years | 53.78 | 50.31 | 107% |
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