AWAAX
Price
$23.26
Change
+$0.16 (+0.69%)
Updated
Jul 3 closing price
Net Assets
1.32B
CWGIX
Price
$71.61
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$23.26
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.

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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.
AWAAXCWGIXAWAAX / CWGIX
Total Expense Ratio1.000.74135%
Annual Report Gross Expense Ratio1.320.74178%
Fund Existence22 years32 years-
Gain YTD11.29213.58683%
Front Load4%6%74%
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.32B136B1%
Annual Yield % from dividends0.801.4854%
Returns for 1 year9.069.3897%
Returns for 3 years41.8450.3083%
Returns for 5 years50.5253.1195%
Returns for 10 years63.9163.16101%
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