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AWAAX vs RWIFX
AWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFX
AB Wealth Appreciation Strategy A
Price$23.26
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AWAAX vs RWIFX Comparison Chart in %
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AWAAX vs. RWIFX commentary
Jul 06, 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: 136B vs. AWAAX (1.32B). 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 annual gain was more profitable for investors over the last year : 9.68 vs. AWAAX (9.06). RWIFX return over 5 years is better than : 54.61 vs. AWAAX (50.52).
| 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 | 11.292 | 13.737 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.80 | 1.72 | 46% |
| Returns for 1 year | 9.06 | 9.68 | 94% |
| Returns for 3 years | 41.84 | 51.39 | 81% |
| Returns for 5 years | 50.52 | 54.61 | 93% |
| Returns for 10 years | 63.91 | 64.73 | 99% |
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