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AWAYX vs CWGCX
AWAYX vs CWGCX Comparison
Open Charts AWAYX vs CWGCX
AB Wealth Appreciation Strategy Advisor
Price$19.67
Change-$0.91 (-4.42%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
AWAYX vs CWGCX Comparison Chart
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AWAYX vs. CWGCX 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 AWAYX is a Hold and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. AWAYX (1.19B). AWAYX pays higher dividends than CWGCX: AWAYX (1.16) vs CWGCX (0.93). AWAYX was incepted earlier than CWGCX: AWAYX (22 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AWAYX (1.07). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AWAYX (12.00). AWAYX has a lower initial minimum investment than CWGCX: AWAYX (0) vs CWGCX (250). AWAYX annual gain was more profitable for investors over the last year : 1.80 vs. CWGCX (-0.53). AWAYX return over 5 years is better than : 68.64 vs. CWGCX (64.18).
| AWAYX | CWGCX | AWAYX / CWGCX | |
| Total Expense Ratio | 0.75 | 1.49 | 50% |
| Annual Report Gross Expense Ratio | 1.07 | 1.49 | 72% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -1.010 | 0.700 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 123B | 1% |
| Annual Yield % from dividends | 1.16 | 0.93 | 125% |
| Returns for 1 year | 1.80 | -0.53 | -337% |
| Returns for 3 years | 7.34 | 9.63 | 76% |
| Returns for 5 years | 68.64 | 64.18 | 107% |
| Returns for 10 years | 45.94 | 37.61 | 122% |
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