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AWACX vs CWGCX
AWACX vs CWGCX Comparison
Open Charts AWACX vs CWGCX
AB Wealth Appreciation Strategy C
Price$21.86
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.23B
American Funds Capital World Gr&Inc C
Price$66.18
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
AWACX vs CWGCX Comparison Chart
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AWACX vs. CWGCX commentary
May 23, 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 AWACX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. AWACX (1.23B). CWGCX pays higher dividends than AWACX: CWGCX (0.92) vs AWACX (0.10). AWACX was incepted earlier than CWGCX: AWACX (22 years) vs CWGCX (24 years). AWACX (2.08) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). CWGCX has a lower initial minimum investment than AWACX: CWGCX (250) vs AWACX (2500). AWACX annual gain was more profitable for investors over the last year : 2.83 vs. CWGCX (2.67). CWGCX return over 5 years is better than : 50.69 vs. AWACX (45.57).
| AWACX | CWGCX | AWACX / CWGCX | |
| Total Expense Ratio | 1.77 | 1.49 | 119% |
| Annual Report Gross Expense Ratio | 2.08 | 1.49 | 140% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.392 | 5.615 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 128B | 1% |
| Annual Yield % from dividends | 0.10 | 0.92 | 11% |
| Returns for 1 year | 2.83 | 2.67 | 106% |
| Returns for 3 years | 23.27 | 27.87 | 83% |
| Returns for 5 years | 45.57 | 50.69 | 90% |
| Returns for 10 years | 41.81 | 40.64 | 103% |
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