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AWACX vs RWIEX
AWACX vs RWIEX Comparison
Open Charts AWACX vs RWIEX
AB Wealth Appreciation Strategy C
Price$21.86
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.23B
American Funds Capital World Gr&Inc R4
Price$66.89
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
AWACX vs RWIEX Comparison Chart
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AWACX vs. RWIEX commentary
May 23, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. AWACX (1.23B). RWIEX pays higher dividends than AWACX: RWIEX (1.61) 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 annual gain was more profitable for investors over the last year : 3.45 vs. AWACX (2.83). RWIEX return over 5 years is better than : 54.48 vs. AWACX (45.57).
| 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 | 2.392 | 5.903 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 128B | 1% |
| Annual Yield % from dividends | 0.10 | 1.61 | 6% |
| Returns for 1 year | 2.83 | 3.45 | 82% |
| Returns for 3 years | 23.27 | 30.09 | 77% |
| Returns for 5 years | 45.57 | 54.48 | 84% |
| Returns for 10 years | 41.81 | 44.23 | 95% |