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AWAAX vs FCWGX
AWAAX vs FCWGX Comparison
Open Charts AWAAX vs FCWGX
AB Wealth Appreciation Strategy A
Price$24.42
Change-$0.42 (-1.69%)
VolumeN/A
Net Assets1.43B
American Funds Capital World Gr&Inc529F2
Price$75.02
Change-$1.03 (-1.35%)
VolumeN/A
Net Assets142.37B
AWAAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. AWAAX (1.43B). FCWGX pays higher dividends than AWAAX: FCWGX (1.66) vs AWAAX (0.91). AWAAX was incepted earlier than FCWGX: AWAAX (22 years) vs FCWGX (5 years). AWAAX (1.27) is less costly to investors than FCWGX (0.52). FCWGX (27.00) and AWAAX (26.00) have comparable annual turnover. 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 : 16.54 vs. AWAAX (14.55). FCWGX return over 5 years is better than : 35.13 vs. AWAAX (30.70).
| AWAAX | FCWGX | AWAAX / FCWGX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.27 | 0.52 | 244% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 3.256 | 4.952 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 142B | 1% |
| Annual Yield % from dividends | 0.91 | 1.66 | 55% |
| Returns for 1 year | 14.55 | 16.54 | 88% |
| Returns for 3 years | 46.58 | 44.32 | 105% |
| Returns for 5 years | 30.70 | 35.13 | 87% |
| Returns for 10 years | 103.05 | N/A | - |
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