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AWAAX vs WGIFX
AWAAX vs WGIFX Comparison
Open Charts AWAAX vs WGIFX
AB Wealth Appreciation Strategy A
Price$20.57
Change-$0.61 (-2.88%)
VolumeN/A
Net Assets1.22B
American Funds Capital World Gr&Inc F2
Price$63.59
Change-$1.79 (-2.74%)
VolumeN/A
Net Assets126.53B
AWAAX vs WGIFX Comparison Chart
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AWAAX vs. WGIFX commentary
Mar 11, 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. AWAAX (1.22B). WGIFX pays higher dividends than AWAAX: WGIFX (1.81) vs AWAAX (0.86). AWAAX was incepted earlier than WGIFX: AWAAX (22 years) vs WGIFX (17 years). AWAAX (1.32) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). WGIFX has a lower initial minimum investment than AWAAX: WGIFX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 5.64 vs. WGIFX (1.85). WGIFX (54.17) and AWAAX (53.66) have equivalent 5 years return.
| AWAAX | WGIFX | AWAAX / WGIFX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.32 | 0.52 | 254% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 1.340 | 0.583 | 230% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 127B | 1% |
| Annual Yield % from dividends | 0.86 | 1.81 | 47% |
| Returns for 1 year | 5.64 | 1.85 | 304% |
| Returns for 3 years | 18.48 | 20.50 | 90% |
| Returns for 5 years | 53.66 | 54.17 | 99% |
| Returns for 10 years | 51.21 | 45.84 | 112% |