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AWAAX vs CWGIX
AWAAX vs CWGIX Comparison
Open Charts AWAAX vs CWGIX
AB Wealth Appreciation Strategy A
Price$25.43
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets1.4B
American Funds Capital World Gr&Inc A
Price$78.42
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
AWAAX vs CWGIX Comparison Chart in %
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AWAAX vs. CWGIX commentary
Dec 13, 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 StrongBuy and CWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 142B vs. AWAAX (1.4B). CWGIX pays higher dividends than AWAAX: CWGIX (1.37) vs AWAAX (0.74). AWAAX was incepted earlier than CWGIX: AWAAX (22 years) vs CWGIX (33 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 annual gain was more profitable for investors over the last year : 14.19 vs. AWAAX (11.95). CWGIX return over 5 years is better than : 44.10 vs. AWAAX (40.23).
| 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 | 33 years | - |
| Gain YTD | 21.675 | 24.721 | 88% |
| Front Load | 4% | 6% | 74% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 142B | 1% |
| Annual Yield % from dividends | 0.74 | 1.37 | 54% |
| Returns for 1 year | 11.95 | 14.19 | 84% |
| Returns for 3 years | 60.67 | 54.90 | 111% |
| Returns for 5 years | 40.23 | 44.10 | 91% |
| Returns for 10 years | 93.77 | 91.82 | 102% |
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