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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$20.87
Change-$0.57 (-2.66%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
AWAAX vs RWIEX Comparison Chart
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AWAAX vs. RWIEX commentary
Dec 19, 2024
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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B 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 (22 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 : 18.29 vs. RWIEX (12.05). RWIEX return over 5 years is better than : 32.50 vs. AWAAX (30.52).
| AWAAX | RWIEX | AWAAX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 16.566 | 10.464 | 158% |
| 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 | 121B | 1% |
| Annual Yield % from dividends | 0.96 | 1.68 | 57% |
| Returns for 1 year | 18.29 | 12.05 | 152% |
| Returns for 3 years | 8.74 | 9.96 | 88% |
| Returns for 5 years | 30.52 | 32.50 | 94% |
| Returns for 10 years | 55.30 | 47.77 | 116% |
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