Ad is loading...
AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$20.83
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
AWAAX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWAAX vs. RWIEX commentary
May 12, 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: 125B vs. AWAAX (1.19B). RWIEX pays higher dividends than AWAAX: RWIEX (1.61) vs AWAAX (0.90). 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 : 2.20 vs. AWAAX (1.88). RWIEX return over 5 years is better than : 50.99 vs. AWAAX (44.83).
| 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 | -0.335 | 2.832 | -12% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 125B | 1% |
| Annual Yield % from dividends | 0.90 | 1.61 | 56% |
| Returns for 1 year | 1.88 | 2.20 | 86% |
| Returns for 3 years | 23.20 | 30.44 | 76% |
| Returns for 5 years | 44.83 | 50.99 | 88% |
| Returns for 10 years | 44.00 | 41.81 | 105% |
View a ticker or compare two or three
VS
VS
Ad is loading...