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AWACX vs RWIEX
AWACX vs RWIEX Comparison
Open Charts AWACX vs RWIEX
AB Wealth Appreciation Strategy C
Price$23.64
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AWACX vs RWIEX Comparison Chart in %
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AWACX vs. RWIEX commentary
Jul 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 Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. AWACX (1.32B). RWIEX pays higher dividends than AWACX: RWIEX (1.46) 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 annual gain was more profitable for investors over the last year : 9.34 vs. AWACX (8.34). RWIEX return over 5 years is better than : 52.95 vs. AWACX (47.63).
| 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 | 10.882 | 13.565 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.09 | 1.46 | 6% |
| Returns for 1 year | 8.34 | 9.34 | 89% |
| Returns for 3 years | 40.12 | 50.20 | 80% |
| Returns for 5 years | 47.63 | 52.95 | 90% |
| Returns for 10 years | 58.76 | 62.87 | 93% |
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