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AWAAX vs RWIFX
AWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFX
AB Wealth Appreciation Strategy A
Price$23.75
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.34B
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
AWAAX vs RWIFX Comparison Chart in %
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AWAAX vs. RWIFX commentary
Jul 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. AWAAX (1.34B). RWIFX pays higher dividends than AWAAX: RWIFX (1.72) vs AWAAX (0.80). 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 (14.13) and AWAAX (14.03) have marching annual gain over last year. RWIFX return over 5 years is better than : 52.85 vs. AWAAX (49.43).
| 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 | 13.445 | 15.198 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 137B | 1% |
| Annual Yield % from dividends | 0.80 | 1.72 | 46% |
| Returns for 1 year | 14.03 | 14.13 | 99% |
| Returns for 3 years | 42.29 | 52.17 | 81% |
| Returns for 5 years | 49.43 | 52.85 | 94% |
| Returns for 10 years | 67.52 | 64.97 | 104% |
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