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AWACX vs CWGCX
AWACX vs CWGCX Comparison
Open Charts AWACX vs CWGCX
AB Wealth Appreciation Strategy C
Price$23.64
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWACX vs CWGCX Comparison Chart in %
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AWACX vs. CWGCX commentary
Jul 07, 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: 136B vs. AWACX (1.32B). CWGCX pays higher dividends than AWACX: CWGCX (0.83) vs AWACX (0.09). 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). CWGCX (8.49) and AWACX (8.34) have marching annual gain over last year. CWGCX (48.95) and AWACX (47.63) 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 | 24 years | - |
| Gain YTD | 10.882 | 13.166 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.09 | 0.83 | 11% |
| Returns for 1 year | 8.34 | 8.49 | 98% |
| Returns for 3 years | 40.12 | 47.34 | 85% |
| Returns for 5 years | 47.63 | 48.95 | 97% |
| Returns for 10 years | 58.76 | 58.53 | 100% |
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