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AWACX vs RWIEX
AWACX vs RWIEX Comparison
Open Charts AWACX vs RWIEX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R4
Price$73.02
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AWACX vs RWIEX Comparison Chart in %
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AWACX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. AWACX (1.35B). RWIEX pays higher dividends than AWACX: RWIEX (1.43) vs AWACX (0.09). 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 (13.16) and AWACX (12.84) have marching annual gain over last year. RWIEX return over 5 years is better than : 47.13 vs. AWACX (41.68).
| 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 | 14.165 | 16.190 | 87% |
| 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 | 1.43 | 6% |
| Returns for 1 year | 12.84 | 13.16 | 98% |
| Returns for 3 years | 44.18 | 54.08 | 82% |
| Returns for 5 years | 41.68 | 47.13 | 88% |
| Returns for 10 years | 74.23 | 75.67 | 98% |