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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$24.48
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc R3
Price$74.09
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
AWAAX vs RWICX Comparison Chart in %
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AWAAX vs. RWICX commentary
Sep 29, 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: 140B vs. AWAAX (1.37B). 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 : 10.71 vs. RWICX (9.07). RWICX (53.30) and AWAAX (51.33) 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 | 17.129 | 18.592 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 140B | 1% |
| Annual Yield % from dividends | 0.77 | 1.18 | 65% |
| Returns for 1 year | 10.71 | 9.07 | 118% |
| Returns for 3 years | 60.60 | 68.38 | 89% |
| Returns for 5 years | 51.33 | 53.30 | 96% |
| Returns for 10 years | 91.55 | 87.79 | 104% |
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