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AWAAX vs RWIFX
AWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFX
AB Wealth Appreciation Strategy A
Price$24.26
Change-$0.22 (-0.90%)
VolumeN/A
Net Assets1.36B
American Funds Capital World Gr&Inc R5
Price$74.78
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
AWAAX vs RWIFX Comparison Chart in %
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AWAAX vs. RWIFX commentary
Nov 19, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. AWAAX (1.36B). RWIFX pays higher dividends than AWAAX: RWIFX (1.60) vs AWAAX (0.74). AWAAX was incepted earlier than RWIFX: AWAAX (22 years) vs RWIFX (24 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 : 12.50 vs. AWAAX (10.96). RWIFX return over 5 years is better than : 43.18 vs. AWAAX (38.53).
| 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 | 24 years | - |
| Gain YTD | 17.129 | 19.166 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 140B | 1% |
| Annual Yield % from dividends | 0.74 | 1.60 | 46% |
| Returns for 1 year | 10.96 | 12.50 | 88% |
| Returns for 3 years | 46.40 | 51.93 | 89% |
| Returns for 5 years | 38.53 | 43.18 | 89% |
| Returns for 10 years | 77.20 | 76.03 | 102% |
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