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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$24.26
Change-$0.22 (-0.90%)
VolumeN/A
Net Assets1.36B
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
AWAAX vs RWIEX Comparison Chart in %
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AWAAX vs. RWIEX commentary
Nov 19, 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 Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. AWAAX (1.36B). RWIEX pays higher dividends than AWAAX: RWIEX (1.35) vs AWAAX (0.74). AWAAX was incepted earlier than RWIEX: AWAAX (22 years) vs RWIEX (23 years). AWAAX (1.32) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWIEX has a lower initial minimum investment than AWAAX: RWIEX (250) vs AWAAX (2500). RWIEX annual gain was more profitable for investors over the last year : 12.15 vs. AWAAX (10.96). RWIEX return over 5 years is better than : 41.53 vs. AWAAX (38.53).
| AWAAX | RWIEX | AWAAX / RWIEX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.32 | 0.76 | 174% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 17.129 | 18.853 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 140B | 1% |
| Annual Yield % from dividends | 0.74 | 1.35 | 55% |
| Returns for 1 year | 10.96 | 12.15 | 90% |
| Returns for 3 years | 46.40 | 50.64 | 92% |
| Returns for 5 years | 38.53 | 41.53 | 93% |
| Returns for 10 years | 77.20 | 73.90 | 104% |
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