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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$23.95
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R3
Price$72.58
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AWAAX vs RWICX Comparison Chart in %
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AWAAX vs. RWICX commentary
Sep 08, 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: 137B vs. AWAAX (1.35B). RWICX pays higher dividends than AWAAX: RWICX (1.18) vs AWAAX (0.77). 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 : 13.45 vs. RWICX (12.79). RWICX (45.52) and AWAAX (44.19) have equivalent 5 years return.
| 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 | 14.593 | 15.957 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.77 | 1.18 | 65% |
| Returns for 1 year | 13.45 | 12.79 | 105% |
| Returns for 3 years | 45.70 | 52.88 | 86% |
| Returns for 5 years | 44.19 | 45.52 | 97% |
| Returns for 10 years | 79.68 | 73.59 | 108% |
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