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AWAAX vs RWIFX
AWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFX
AB Wealth Appreciation Strategy A
Price$20.83
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
AWAAX vs RWIFX Comparison Chart
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AWAAX vs. RWIFX commentary
May 12, 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: 125B vs. AWAAX (1.19B). RWIFX pays higher dividends than AWAAX: RWIFX (1.91) vs AWAAX (0.90). 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 : 2.53 vs. AWAAX (1.88). RWIFX return over 5 years is better than : 52.57 vs. AWAAX (44.83).
| 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 | -0.335 | 2.950 | -11% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 125B | 1% |
| Annual Yield % from dividends | 0.90 | 1.91 | 47% |
| Returns for 1 year | 1.88 | 2.53 | 74% |
| Returns for 3 years | 23.20 | 31.36 | 74% |
| Returns for 5 years | 44.83 | 52.57 | 85% |
| Returns for 10 years | 44.00 | 43.36 | 101% |
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