AWAAX
Price
$23.75
Change
+$0.04 (+0.17%)
Updated
Jul 25 closing price
Net Assets
1.34B
CWGIX
Price
$72.52
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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AWAAX vs CWGIX

Header iconAWAAX vs CWGIX Comparison
Open Charts AWAAX vs CWGIXBanner chart's image
AB Wealth Appreciation Strategy A
Price$23.75
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.34B
American Funds Capital World Gr&Inc A
Price$72.52
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AWAAX vs CWGIX Comparison Chart in %
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AWAAX vs. CWGIX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 137B vs. AWAAX (1.34B). 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). AWAAX (14.22) and CWGIX (13.82) have marching annual gain over last year. CWGIX (51.36) and AWAAX (49.68) have equivalent 5 years return.
AWAAXCWGIXAWAAX / CWGIX
Total Expense Ratio1.000.74135%
Annual Report Gross Expense Ratio1.320.74178%
Fund Existence22 years32 years-
Gain YTD13.63615.02991%
Front Load4%6%74%
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B137B1%
Annual Yield % from dividends0.801.4854%
Returns for 1 year14.2213.82103%
Returns for 3 years42.5351.0983%
Returns for 5 years49.6851.3697%
Returns for 10 years67.8063.37107%
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