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AWACX vs RWIEX
AWACX vs RWIEX Comparison
Open Charts AWACX vs RWIEX
AB Wealth Appreciation Strategy C
Price$21.30
Change-$0.58 (-2.65%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
AWACX vs RWIEX Comparison Chart
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AWACX vs. RWIEX commentary
Dec 19, 2024
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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B 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 (22 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 : 17.49 vs. RWIEX (12.05). RWIEX return over 5 years is better than : 32.50 vs. AWACX (28.03).
| AWACX | RWIEX | AWACX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 15.815 | 10.464 | 151% |
| 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 | 121B | 1% |
| Annual Yield % from dividends | 0.08 | 1.68 | 5% |
| Returns for 1 year | 17.49 | 12.05 | 145% |
| Returns for 3 years | 7.45 | 9.96 | 75% |
| Returns for 5 years | 28.03 | 32.50 | 86% |
| Returns for 10 years | 50.46 | 47.77 | 106% |
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