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AWACX vs RWIFX
AWACX vs RWIFX Comparison
Open Charts AWACX vs RWIFX
AB Wealth Appreciation Strategy C
Price$20.11
Change-$0.94 (-4.47%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
AWACX vs RWIFX Comparison Chart
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AWACX vs. RWIFX commentary
Apr 04, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. AWACX (1.19B). RWIFX pays higher dividends than AWACX: RWIFX (1.93) vs AWACX (0.10). 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). AWACX annual gain was more profitable for investors over the last year : 0.96 vs. RWIFX (0.55). RWIFX return over 5 years is better than : 70.05 vs. AWACX (64.17).
| 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 | -1.266 | 0.945 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 123B | 1% |
| Annual Yield % from dividends | 0.10 | 1.93 | 5% |
| Returns for 1 year | 0.96 | 0.55 | 175% |
| Returns for 3 years | 5.65 | 12.30 | 46% |
| Returns for 5 years | 64.17 | 70.05 | 92% |
| Returns for 10 years | 39.64 | 42.59 | 93% |
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