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AWAAX vs RWIGX
AWAAX vs RWIGX Comparison
Open Charts AWAAX vs RWIGX
AB Wealth Appreciation Strategy A
Price$20.83
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc R6
Price$65.16
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
AWAAX vs RWIGX Comparison Chart
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AWAAX vs. RWIGX 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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 125B vs. AWAAX (1.19B). RWIGX pays higher dividends than AWAAX: RWIGX (1.96) vs AWAAX (0.90). AWAAX was incepted earlier than RWIGX: AWAAX (22 years) vs RWIGX (16 years). AWAAX (1.32) is less costly to investors than RWIGX (0.41). RWIGX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWIGX has a lower initial minimum investment than AWAAX: RWIGX (250) vs AWAAX (2500). RWIGX annual gain was more profitable for investors over the last year : 2.58 vs. AWAAX (1.88). RWIGX return over 5 years is better than : 52.79 vs. AWAAX (44.83).
| AWAAX | RWIGX | AWAAX / RWIGX | |
| Total Expense Ratio | 1.00 | 0.41 | 244% |
| Annual Report Gross Expense Ratio | 1.32 | 0.41 | 322% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | -0.335 | 2.964 | -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 | 1.96 | 46% |
| Returns for 1 year | 1.88 | 2.58 | 73% |
| Returns for 3 years | 23.20 | 31.47 | 74% |
| Returns for 5 years | 44.83 | 52.79 | 85% |
| Returns for 10 years | 44.00 | 43.53 | 101% |