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AWACX vs CWGCX
AWACX vs CWGCX Comparison
Open Charts AWACX vs CWGCX
AB Wealth Appreciation Strategy C
Price$24.83
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc C
Price$73.77
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
AWACX vs CWGCX Comparison Chart in %
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AWACX vs. CWGCX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. AWACX (1.37B). CWGCX pays higher dividends than AWACX: CWGCX (0.82) vs AWACX (0.09). AWACX was incepted earlier than CWGCX: AWACX (22 years) vs CWGCX (25 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 : 11.46 vs. CWGCX (8.12). CWGCX (50.15) and AWACX (48.83) have equivalent 5 years return.
| 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 | 25 years | - |
| Gain YTD | 16.792 | 17.727 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 140B | 1% |
| Annual Yield % from dividends | 0.09 | 0.82 | 10% |
| Returns for 1 year | 11.46 | 8.12 | 141% |
| Returns for 3 years | 58.76 | 65.65 | 89% |
| Returns for 5 years | 48.83 | 50.15 | 97% |
| Returns for 10 years | 85.71 | 83.97 | 102% |
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