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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$23.26
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AWAAX vs RWIEX Comparison Chart in %
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AWAAX vs. RWIEX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. AWAAX (1.32B). RWIEX pays higher dividends than AWAAX: RWIEX (1.46) vs AWAAX (0.80). 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 (9.34) and AWAAX (9.06) have marching annual gain over last year. RWIEX (52.95) and AWAAX (50.52) have equivalent 5 years return.
| 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 | 11.292 | 13.565 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.80 | 1.46 | 55% |
| Returns for 1 year | 9.06 | 9.34 | 97% |
| Returns for 3 years | 41.84 | 50.20 | 83% |
| Returns for 5 years | 50.52 | 52.95 | 95% |
| Returns for 10 years | 63.91 | 62.87 | 102% |
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