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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$19.50
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.12B
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
AWAAX vs RWIEX Comparison Chart
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AWAAX vs. RWIEX commentary
Apr 18, 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: 117B vs. AWAAX (1.12B). RWIEX pays higher dividends than AWAAX: RWIEX (1.63) 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). AWAAX annual gain was more profitable for investors over the last year : -0.52 vs. RWIEX (-0.93). RWIEX return over 5 years is better than : 43.64 vs. AWAAX (39.54).
| 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 | -6.746 | -3.723 | 181% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 117B | 1% |
| Annual Yield % from dividends | 0.90 | 1.63 | 55% |
| Returns for 1 year | -0.52 | -0.93 | 56% |
| Returns for 3 years | 5.22 | 10.96 | 48% |
| Returns for 5 years | 39.54 | 43.64 | 91% |
| Returns for 10 years | 34.91 | 32.80 | 106% |
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