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AWAAX vs WGIFX
AWAAX vs WGIFX Comparison
Open Charts AWAAX vs WGIFX
AB Wealth Appreciation Strategy A
Price$20.87
Change-$0.57 (-2.66%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$63.54
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
AWAAX vs WGIFX Comparison Chart
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AWAAX vs. WGIFX commentary
Dec 19, 2024
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 StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 121B vs. AWAAX (1.26B). WGIFX pays higher dividends than AWAAX: WGIFX (1.90) vs AWAAX (0.96). AWAAX was incepted earlier than WGIFX: AWAAX (21 years) vs WGIFX (16 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (13.00). 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 : 18.29 vs. WGIFX (12.27). WGIFX return over 5 years is better than : 33.40 vs. AWAAX (30.52).
| AWAAX | WGIFX | AWAAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 16.566 | 10.665 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 121B | 1% |
| Annual Yield % from dividends | 0.96 | 1.90 | 50% |
| Returns for 1 year | 18.29 | 12.27 | 149% |
| Returns for 3 years | 8.74 | 10.44 | 84% |
| Returns for 5 years | 30.52 | 33.40 | 91% |
| Returns for 10 years | 55.30 | 48.79 | 113% |
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