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AWAAX vs FCWGX
AWAAX vs FCWGX Comparison
Open Charts AWAAX vs FCWGX
AB Wealth Appreciation Strategy A
Price$23.26
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AWAAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. AWAAX (1.32B). FCWGX pays higher dividends than AWAAX: FCWGX (1.68) vs AWAAX (0.80). AWAAX was incepted earlier than FCWGX: AWAAX (22 years) vs FCWGX (5 years). AWAAX (1.32) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). FCWGX has a lower initial minimum investment than AWAAX: FCWGX (250) vs AWAAX (2500). FCWGX annual gain was more profitable for investors over the last year : 9.61 vs. AWAAX (9.06).
| AWAAX | FCWGX | AWAAX / FCWGX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.32 | 0.52 | 254% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 11.292 | 13.697 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.80 | 1.68 | 48% |
| Returns for 1 year | 9.06 | 9.61 | 94% |
| Returns for 3 years | 41.84 | 52.90 | 79% |
| Returns for 5 years | 50.52 | N/A | - |
| Returns for 10 years | 63.91 | N/A | - |
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