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AWACX vs RWIEX
AWACX vs RWIEX Comparison
Open Charts AWACX vs RWIEX
AB Wealth Appreciation Strategy C
Price$24.83
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc R4
Price$74.50
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
AWACX vs RWIEX Comparison Chart in %
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AWACX vs. RWIEX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. AWACX (1.37B). 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). AWACX annual gain was more profitable for investors over the last year : 11.46 vs. RWIEX (8.96). RWIEX return over 5 years is better than : 54.45 vs. AWACX (48.83).
| 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 | 16.792 | 18.343 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 140B | 1% |
| Annual Yield % from dividends | 0.09 | 1.43 | 6% |
| Returns for 1 year | 11.46 | 8.96 | 128% |
| Returns for 3 years | 58.76 | 69.12 | 85% |
| Returns for 5 years | 48.83 | 54.45 | 90% |
| Returns for 10 years | 85.71 | 89.35 | 96% |
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