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AWAAX vs FWGIX
AWAAX vs FWGIX Comparison
Open Charts AWAAX vs FWGIX
AB Wealth Appreciation Strategy A
Price$23.75
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.34B
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AWAAX vs FWGIX Comparison Chart in %
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AWAAX vs. FWGIX commentary
Jul 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. AWAAX (1.34B). FWGIX pays higher dividends than AWAAX: FWGIX (1.77) vs AWAAX (0.80). AWAAX was incepted earlier than FWGIX: AWAAX (22 years) vs FWGIX (9 years). AWAAX (1.32) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). AWAAX has a lower initial minimum investment than FWGIX: AWAAX (2500) vs FWGIX (1000000). AWAAX (14.22) and FWGIX (14.19) have marching annual gain over last year. FWGIX return over 5 years is better than : 53.11 vs. AWAAX (49.68).
| AWAAX | FWGIX | AWAAX / FWGIX | |
| Total Expense Ratio | 1.00 | 0.41 | 244% |
| Annual Report Gross Expense Ratio | 1.32 | 0.41 | 322% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 13.636 | 15.237 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 137B | 1% |
| Annual Yield % from dividends | 0.80 | 1.77 | 45% |
| Returns for 1 year | 14.22 | 14.19 | 100% |
| Returns for 3 years | 42.53 | 52.35 | 81% |
| Returns for 5 years | 49.68 | 53.11 | 94% |
| Returns for 10 years | 67.80 | N/A | - |
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