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AWACX vs CWGCX
AWACX vs CWGCX Comparison
Open Charts AWACX vs CWGCX
AB Wealth Appreciation Strategy C
Price$20.95
Change-$0.62 (-2.87%)
VolumeN/A
Net Assets1.22B
American Funds Capital World Gr&Inc C
Price$62.92
Change-$1.63 (-2.53%)
VolumeN/A
Net Assets126.53B
AWACX vs CWGCX Comparison Chart
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AWACX vs. CWGCX commentary
Mar 11, 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: 127B vs. AWACX (1.22B). CWGCX pays higher dividends than AWACX: CWGCX (0.90) 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 annual gain was more profitable for investors over the last year : 4.20 vs. CWGCX (2.52). CWGCX return over 5 years is better than : 40.86 vs. AWACX (38.32).
| 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 | 1.173 | 2.885 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 127B | 1% |
| Annual Yield % from dividends | 0.09 | 0.90 | 10% |
| Returns for 1 year | 4.20 | 2.52 | 167% |
| Returns for 3 years | 18.59 | 22.40 | 83% |
| Returns for 5 years | 38.32 | 40.86 | 94% |
| Returns for 10 years | 47.45 | 44.60 | 106% |
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