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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$23.95
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R4
Price$72.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWAAX vs RWIEX Comparison Chart in %
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AWAAX vs. RWIEX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. AWAAX (1.35B). RWIEX pays higher dividends than AWAAX: RWIEX (1.46) vs AWAAX (0.78). 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). AWAAX annual gain was more profitable for investors over the last year : 12.64 vs. RWIEX (11.43). RWIEX return over 5 years is better than : 47.54 vs. AWAAX (45.02).
| 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 | 14.785 | 15.474 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.78 | 1.46 | 54% |
| Returns for 1 year | 12.64 | 11.43 | 111% |
| Returns for 3 years | 33.39 | 41.24 | 81% |
| Returns for 5 years | 45.02 | 47.54 | 95% |
| Returns for 10 years | 69.94 | 64.31 | 109% |
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