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AWACX vs CWGCX
AWACX vs CWGCX Comparison
Open Charts AWACX vs CWGCX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
AWACX vs CWGCX Comparison Chart in %
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AWACX vs. CWGCX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AWACX (1.35B). CWGCX pays higher dividends than AWACX: CWGCX (0.82) 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). AWACX (12.84) and CWGCX (12.28) have marching annual gain over last year. CWGCX (43.30) and AWACX (41.68) 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 | 14.165 | 15.632 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.09 | 0.82 | 10% |
| Returns for 1 year | 12.84 | 12.28 | 105% |
| Returns for 3 years | 44.18 | 51.16 | 86% |
| Returns for 5 years | 41.68 | 43.30 | 96% |
| Returns for 10 years | 74.23 | 71.02 | 105% |
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