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AWAAX vs CWIAX
AWAAX vs CWIAX Comparison
Open Charts AWAAX vs CWIAX
AB Wealth Appreciation Strategy A
Price$23.95
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWAAX vs CWIAX Comparison Chart in %
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AWAAX vs. CWIAX commentary
Aug 18, 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: 137B vs. AWAAX (1.35B). CWIAX pays higher dividends than AWAAX: CWIAX (1.46) vs AWAAX (0.78). 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 : 12.45 vs. CWIAX (11.41). CWIAX return over 5 years is better than : 51.32 vs. AWAAX (44.78).
| 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 | 14.593 | 15.485 | 94% |
| Front Load | 4% | 4% | 121% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.78 | 1.46 | 54% |
| Returns for 1 year | 12.45 | 11.41 | 109% |
| Returns for 3 years | 33.17 | 42.58 | 78% |
| Returns for 5 years | 44.78 | 51.32 | 87% |
| Returns for 10 years | 69.65 | 85.94 | 81% |
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