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AWAYX vs RWIFX
AWAYX vs RWIFX Comparison
Open Charts AWAYX vs RWIFX
AB Wealth Appreciation Strategy Advisor
Price$19.67
Change-$0.91 (-4.42%)
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
AWAYX vs RWIFX Comparison Chart
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AWAYX 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 AWAYX is a Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. AWAYX (1.19B). RWIFX pays higher dividends than AWAYX: RWIFX (1.93) vs AWAYX (1.16). AWAYX was incepted earlier than RWIFX: AWAYX (22 years) vs RWIFX (23 years). AWAYX (1.07) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AWAYX (12.00). AWAYX has a lower initial minimum investment than RWIFX: AWAYX (0) vs RWIFX (250). AWAYX annual gain was more profitable for investors over the last year : 1.80 vs. RWIFX (0.55). RWIFX (70.05) and AWAYX (68.64) have equivalent 5 years return.
| AWAYX | RWIFX | AWAYX / RWIFX | |
| Total Expense Ratio | 0.75 | 0.46 | 163% |
| Annual Report Gross Expense Ratio | 1.07 | 0.46 | 233% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -1.010 | 0.945 | -107% |
| 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 | 1.93 | 60% |
| Returns for 1 year | 1.80 | 0.55 | 328% |
| Returns for 3 years | 7.34 | 12.30 | 60% |
| Returns for 5 years | 68.64 | 70.05 | 98% |
| Returns for 10 years | 45.94 | 42.59 | 108% |
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