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AWAAX vs CWGIX
AWAAX vs CWGIX Comparison
Open Charts AWAAX vs CWGIX
AB Wealth Appreciation Strategy A
Price$23.26
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc A
Price$71.61
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWAAX vs CWGIX Comparison Chart in %
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AWAAX vs. CWGIX commentary
Jul 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 AWAAX is a Buy and CWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 136B vs. AWAAX (1.32B). CWGIX pays higher dividends than AWAAX: CWGIX (1.48) vs AWAAX (0.80). AWAAX was incepted earlier than CWGIX: AWAAX (22 years) vs CWGIX (32 years). AWAAX (1.32) is less costly to investors than CWGIX (0.74). CWGIX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). CWGIX initial investment is less costly to investors than AWAAX (4%) vs AWAAX (4%). CWGIX has a lower initial minimum investment than AWAAX: CWGIX (250) vs AWAAX (2500). CWGIX (9.38) and AWAAX (9.06) have marching annual gain over last year. CWGIX (53.11) and AWAAX (50.52) have equivalent 5 years return.
| AWAAX | CWGIX | AWAAX / CWGIX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.32 | 0.74 | 178% |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 11.292 | 13.586 | 83% |
| Front Load | 4% | 6% | 74% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.80 | 1.48 | 54% |
| Returns for 1 year | 9.06 | 9.38 | 97% |
| Returns for 3 years | 41.84 | 50.30 | 83% |
| Returns for 5 years | 50.52 | 53.11 | 95% |
| Returns for 10 years | 63.91 | 63.16 | 101% |
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