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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$24.75
Change-$0.41 (-1.63%)
VolumeN/A
Net Assets1.4B
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
AWAAX vs CWGCX Comparison Chart in %
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AWAAX vs. CWGCX commentary
Nov 14, 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 AWAAX is a Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. AWAAX (1.4B). CWGCX (0.75) and AWAAX (0.74) have matching dividends . AWAAX was incepted earlier than CWGCX: AWAAX (22 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AWAAX (1.32). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). CWGCX has a lower initial minimum investment than AWAAX: CWGCX (250) vs AWAAX (2500). CWGCX annual gain was more profitable for investors over the last year : 14.15 vs. AWAAX (12.28). CWGCX (43.67) and AWAAX (43.00) have equivalent 5 years return.
| AWAAX | CWGCX | AWAAX / CWGCX | |
| Total Expense Ratio | 1.00 | 1.49 | 67% |
| Annual Report Gross Expense Ratio | 1.32 | 1.49 | 89% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 20.383 | 22.663 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 144B | 1% |
| Annual Yield % from dividends | 0.74 | 0.75 | 98% |
| Returns for 1 year | 12.28 | 14.15 | 87% |
| Returns for 3 years | 49.42 | 52.93 | 93% |
| Returns for 5 years | 43.00 | 43.67 | 98% |
| Returns for 10 years | 86.45 | 80.72 | 107% |
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