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AWACX vs RWIFX
AWACX vs RWIFX Comparison
Open Charts AWACX vs RWIFX
AB Wealth Appreciation Strategy C
Price$23.64
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AWACX vs RWIFX Comparison Chart in %
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AWACX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. AWACX (1.32B). RWIFX pays higher dividends than AWACX: RWIFX (1.72) vs AWACX (0.09). AWACX was incepted earlier than RWIFX: AWACX (22 years) vs RWIFX (23 years). AWACX (2.08) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). RWIFX has a lower initial minimum investment than AWACX: RWIFX (250) vs AWACX (2500). RWIFX annual gain was more profitable for investors over the last year : 9.68 vs. AWACX (8.34). RWIFX return over 5 years is better than : 54.61 vs. AWACX (47.63).
| AWACX | RWIFX | AWACX / RWIFX | |
| Total Expense Ratio | 1.77 | 0.46 | 385% |
| Annual Report Gross Expense Ratio | 2.08 | 0.46 | 452% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.882 | 13.737 | 79% |
| 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 | 1.72 | 5% |
| Returns for 1 year | 8.34 | 9.68 | 86% |
| Returns for 3 years | 40.12 | 51.39 | 78% |
| Returns for 5 years | 47.63 | 54.61 | 87% |
| Returns for 10 years | 58.76 | 64.73 | 91% |
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