Interact to see
Advertisement
Advertisement
AWAAX vs RWIFX
AWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFX
AB Wealth Appreciation Strategy A
Price$22.16
Change-$0.27 (-1.20%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AWAAX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWAAX vs. RWIFX commentary
Jun 15, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. AWAAX (1.26B). RWIFX pays higher dividends than AWAAX: RWIFX (1.80) vs AWAAX (0.85). AWAAX was incepted earlier than RWIFX: AWAAX (22 years) vs RWIFX (23 years). AWAAX (1.32) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWIFX has a lower initial minimum investment than AWAAX: RWIFX (250) vs AWAAX (2500). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. AWAAX (5.42). RWIFX return over 5 years is better than : 53.30 vs. AWAAX (47.55).
| AWAAX | RWIFX | AWAAX / RWIFX | |
| Total Expense Ratio | 1.00 | 0.46 | 217% |
| Annual Report Gross Expense Ratio | 1.32 | 0.46 | 287% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.029 | 9.163 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 0.85 | 1.80 | 47% |
| Returns for 1 year | 5.42 | 6.65 | 82% |
| Returns for 3 years | 36.60 | 45.12 | 81% |
| Returns for 5 years | 47.55 | 53.30 | 89% |
| Returns for 10 years | 53.78 | 53.59 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement