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AWACX vs RWIFX
AWACX vs RWIFX Comparison
Open Charts AWACX vs RWIFX
AB Wealth Appreciation Strategy C
Price$22.43
Change-$0.27 (-1.19%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
AWACX vs RWIFX Comparison Chart
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AWACX vs. RWIFX commentary
Nov 18, 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 Buy and RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. AWACX (1.25B). RWIFX pays higher dividends than AWACX: RWIFX (1.94) vs AWACX (0.08). AWACX was incepted earlier than RWIFX: AWACX (21 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AWACX (13.00). 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 : 25.01 vs. RWIFX (19.46). RWIFX return over 5 years is better than : 39.97 vs. AWACX (31.15).
| AWACX | RWIFX | AWACX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 18.614 | 13.399 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 125B | 1% |
| Annual Yield % from dividends | 0.08 | 1.94 | 4% |
| Returns for 1 year | 25.01 | 19.46 | 129% |
| Returns for 3 years | -1.45 | 3.86 | -38% |
| Returns for 5 years | 31.15 | 39.97 | 78% |
| Returns for 10 years | 52.67 | 50.91 | 103% |
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