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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$19.50
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.12B
American Funds Capital World Gr&Inc R3
Price$60.47
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
AWAAX vs RWICX Comparison Chart
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AWAAX vs. RWICX commentary
Apr 18, 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: 117B vs. AWAAX (1.12B). RWICX pays higher dividends than AWAAX: RWICX (1.35) 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 annual gain was more profitable for investors over the last year : -0.52 vs. RWICX (-1.25). RWICX return over 5 years is better than : 42.12 vs. AWAAX (39.54).
| 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 | -6.746 | -3.811 | 177% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 117B | 1% |
| Annual Yield % from dividends | 0.90 | 1.35 | 66% |
| Returns for 1 year | -0.52 | -1.25 | 42% |
| Returns for 3 years | 5.22 | 10.18 | 51% |
| Returns for 5 years | 39.54 | 42.12 | 94% |
| Returns for 10 years | 34.91 | 31.33 | 111% |
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