Interact to see
Advertisement
Advertisement
AWACX vs RWIFX
AWACX vs RWIFX Comparison
Open Charts AWACX vs RWIFX
AB Wealth Appreciation Strategy C
Price$24.58
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets1.36B
American Funds Capital World Gr&Inc R5
Price$74.78
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
AWACX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWACX vs. RWIFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. AWACX (1.36B). RWIFX pays higher dividends than AWACX: RWIFX (1.60) vs AWACX (0.08). AWACX was incepted earlier than RWIFX: AWACX (22 years) vs RWIFX (24 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 : 12.50 vs. AWACX (10.27). RWIFX return over 5 years is better than : 43.18 vs. AWACX (35.90).
| 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 | 24 years | - |
| Gain YTD | 16.370 | 19.166 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 140B | 1% |
| Annual Yield % from dividends | 0.08 | 1.60 | 5% |
| Returns for 1 year | 10.27 | 12.50 | 82% |
| Returns for 3 years | 44.66 | 51.93 | 86% |
| Returns for 5 years | 35.90 | 43.18 | 83% |
| Returns for 10 years | 71.53 | 76.03 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement