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AWACX vs RWIFX
AWACX vs RWIFX Comparison
Open Charts AWACX vs RWIFX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AWACX vs RWIFX Comparison Chart in %
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AWACX vs. RWIFX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. AWACX (1.35B). RWIFX pays higher dividends than AWACX: RWIFX (1.69) 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 : 13.51 vs. AWACX (12.84). RWIFX return over 5 years is better than : 48.74 vs. AWACX (41.68).
| 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 | 14.165 | 16.421 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.09 | 1.69 | 5% |
| Returns for 1 year | 12.84 | 13.51 | 95% |
| Returns for 3 years | 44.18 | 55.27 | 80% |
| Returns for 5 years | 41.68 | 48.74 | 86% |
| Returns for 10 years | 74.23 | 77.64 | 96% |
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