Interact to see
Advertisement
Advertisement
AWAYX vs RWIFX
AWAYX vs RWIFX Comparison
Open Charts AWAYX vs RWIFX
AB Wealth Appreciation Strategy Advisor
Price$22.14
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AWAYX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWAYX vs. RWIFX commentary
Jun 07, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. AWAYX (1.26B). RWIFX pays higher dividends than AWAYX: RWIFX (1.80) vs AWAYX (1.10). 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). RWIFX annual gain was more profitable for investors over the last year : 6.69 vs. AWAYX (5.53). RWIFX return over 5 years is better than : 47.37 vs. AWAYX (41.43).
| 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 | 5.532 | 9.173 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 1.10 | 1.80 | 61% |
| Returns for 1 year | 5.53 | 6.69 | 83% |
| Returns for 3 years | 23.60 | 29.94 | 79% |
| Returns for 5 years | 41.43 | 47.37 | 87% |
| Returns for 10 years | 55.88 | 54.73 | 102% |