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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$22.16
Change-$0.27 (-1.20%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R4
Price$68.51
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AWAAX vs RWIEX Comparison Chart
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AWAAX vs. RWIEX commentary
Jun 15, 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: 131B vs. AWAAX (1.26B). RWIEX pays higher dividends than AWAAX: RWIEX (1.53) vs AWAAX (0.85). 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 : 6.32 vs. AWAAX (5.42). RWIEX return over 5 years is better than : 51.75 vs. AWAAX (47.55).
| 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 | 6.029 | 9.014 | 67% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 0.85 | 1.53 | 55% |
| Returns for 1 year | 5.42 | 6.32 | 86% |
| Returns for 3 years | 36.60 | 43.98 | 83% |
| Returns for 5 years | 47.55 | 51.75 | 92% |
| Returns for 10 years | 53.78 | 51.97 | 103% |
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