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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$21.40
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets1.25B
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AWAAX vs RWIEX Comparison Chart
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AWAAX vs. RWIEX commentary
Jan 19, 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 Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. AWAAX (1.25B). RWIEX pays higher dividends than AWAAX: RWIEX (1.68) vs AWAAX (0.96). AWAAX was incepted earlier than RWIEX: AWAAX (21 years) vs RWIEX (23 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 : 17.04 vs. RWIEX (10.94). RWIEX return over 5 years is better than : 27.76 vs. AWAAX (26.20).
| AWAAX | RWIEX | AWAAX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.392 | 2.068 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 127B | 1% |
| Annual Yield % from dividends | 0.96 | 1.68 | 57% |
| Returns for 1 year | 17.04 | 10.94 | 156% |
| Returns for 3 years | 8.43 | 8.62 | 98% |
| Returns for 5 years | 26.20 | 27.76 | 94% |
| Returns for 10 years | 57.41 | 47.94 | 120% |