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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-$0.03 (-0.13%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R4
Price$73.02
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AWAAX vs RWIEX Comparison Chart in %
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AWAAX vs. RWIEX commentary
Sep 07, 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 (1.43) vs AWAAX (0.77). 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 (13.45) and RWIEX (13.16) have marching annual gain over last year. RWIEX return over 5 years is better than : 47.13 vs. AWAAX (44.19).
| 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 | 14.593 | 16.190 | 90% |
| 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 | 0.77 | 1.43 | 54% |
| Returns for 1 year | 13.45 | 13.16 | 102% |
| Returns for 3 years | 45.70 | 54.08 | 85% |
| Returns for 5 years | 44.19 | 47.13 | 94% |
| Returns for 10 years | 79.68 | 75.67 | 105% |
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