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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$21.70
Change-$0.35 (-1.59%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
AWAAX vs RWIEX Comparison Chart
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AWAAX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. AWAAX (1.26B). RWIEX pays higher dividends than AWAAX: RWIEX (1.68) vs AWAAX (0.96). AWAAX was incepted earlier than RWIEX: AWAAX (21 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (13.00). RWIEX has a lower initial minimum investment than AWAAX: RWIEX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 10.09 vs. RWIEX (7.09). RWIEX return over 5 years is better than : 32.66 vs. AWAAX (30.19).
| AWAAX | RWIEX | AWAAX / RWIEX | |
| 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 | 4.325 | 88% |
| 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 | 1.68 | 57% |
| Returns for 1 year | 10.09 | 7.09 | 142% |
| Returns for 3 years | 15.81 | 16.55 | 96% |
| Returns for 5 years | 30.19 | 32.66 | 92% |
| Returns for 10 years | 51.74 | 44.62 | 116% |
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