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AWAAX vs CWIAX
AWAAX vs CWIAX Comparison
Open Charts AWAAX vs CWIAX
AB Wealth Appreciation Strategy A
Price$24.48
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
AWAAX vs CWIAX Comparison Chart in %
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AWAAX vs. CWIAX commentary
Sep 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. AWAAX (1.37B). CWIAX pays higher dividends than AWAAX: CWIAX (1.43) vs AWAAX (0.77). AWAAX was incepted earlier than CWIAX: AWAAX (22 years) vs CWIAX (24 years). AWAAX (1.32) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). AWAAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than AWAAX: CWIAX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 10.71 vs. CWIAX (9.41). CWIAX return over 5 years is better than : 58.49 vs. AWAAX (51.33).
| AWAAX | CWIAX | AWAAX / CWIAX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.32 | 0.78 | 169% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 17.129 | 18.856 | 91% |
| Front Load | 4% | 4% | 121% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 140B | 1% |
| Annual Yield % from dividends | 0.77 | 1.43 | 54% |
| Returns for 1 year | 10.71 | 9.41 | 114% |
| Returns for 3 years | 60.60 | 70.79 | 86% |
| Returns for 5 years | 51.33 | 58.49 | 88% |
| Returns for 10 years | 91.55 | 114.38 | 80% |
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