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AWACX vs RWIEX
AWACX vs RWIEX Comparison
Open Charts AWACX vs RWIEX
AB Wealth Appreciation Strategy C
Price$22.24
Change+$0.19 (+0.86%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R4
Price$66.13
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
AWACX vs RWIEX Comparison Chart
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AWACX vs. RWIEX commentary
Jan 31, 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: 128B vs. AWACX (1.26B). RWIEX pays higher dividends than AWACX: RWIEX (1.68) vs AWACX (0.08). AWACX was incepted earlier than RWIEX: AWACX (21 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AWACX (13.00). RWIEX has a lower initial minimum investment than AWACX: RWIEX (250) vs AWACX (2500). AWACX annual gain was more profitable for investors over the last year : 15.31 vs. RWIEX (11.54). RWIEX return over 5 years is better than : 36.03 vs. AWACX (30.62).
| AWACX | RWIEX | AWACX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.424 | 4.388 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 128B | 1% |
| Annual Yield % from dividends | 0.08 | 1.68 | 5% |
| Returns for 1 year | 15.31 | 11.54 | 133% |
| Returns for 3 years | 9.90 | 13.31 | 74% |
| Returns for 5 years | 30.62 | 36.03 | 85% |
| Returns for 10 years | 52.96 | 50.04 | 106% |
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