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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$21.70
Change-$0.35 (-1.59%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R3
Price$65.70
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
AWAAX vs RWICX Comparison Chart
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AWAAX vs. RWICX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 128B vs. AWAAX (1.26B). 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 : 10.09 vs. RWICX (6.73). RWICX (31.40) and AWAAX (30.19) 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 | 3.828 | 4.269 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 128B | 1% |
| Annual Yield % from dividends | 0.96 | 1.43 | 67% |
| Returns for 1 year | 10.09 | 6.73 | 150% |
| Returns for 3 years | 15.81 | 15.82 | 100% |
| Returns for 5 years | 30.19 | 31.40 | 96% |
| Returns for 10 years | 51.74 | 43.13 | 120% |
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