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AWACX vs RWIEX
AWACX vs RWIEX Comparison
Open Charts AWACX vs RWIEX
AB Wealth Appreciation Strategy C
Price$18.97
Change-$1.14 (-5.67%)
VolumeN/A
Net Assets1.07B
American Funds Capital World Gr&Inc R4
Price$57.78
Change-$3.70 (-6.02%)
VolumeN/A
Net Assets111.7B
AWACX vs RWIEX Comparison Chart
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AWACX vs. RWIEX commentary
Apr 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 Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 112B vs. AWACX (1.07B). RWIEX pays higher dividends than AWACX: RWIEX (1.63) vs AWACX (0.10). AWACX was incepted earlier than RWIEX: AWACX (22 years) vs RWIEX (23 years). AWACX (2.08) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). RWIEX has a lower initial minimum investment than AWACX: RWIEX (250) vs AWACX (2500). RWIEX (-8.08) and AWACX (-8.09) have marching annual gain over last year. RWIEX return over 5 years is better than : 52.66 vs. AWACX (47.94).
| AWACX | RWIEX | AWACX / RWIEX | |
| Total Expense Ratio | 1.77 | 0.76 | 233% |
| Annual Report Gross Expense Ratio | 2.08 | 0.76 | 274% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -11.023 | -8.520 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 112B | 1% |
| Annual Yield % from dividends | 0.10 | 1.63 | 6% |
| Returns for 1 year | -8.09 | -8.08 | 100% |
| Returns for 3 years | -3.53 | 2.60 | -136% |
| Returns for 5 years | 47.94 | 52.66 | 91% |
| Returns for 10 years | 25.92 | 27.79 | 93% |
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