AWAAX
Price
$24.42
Change
-$0.42 (-1.69%)
Updated
Feb 3 closing price
Net Assets
1.43B
FWGIX
Price
$75.00
Change
-$1.02 (-1.34%)
Updated
Feb 3 closing price
Net Assets
142.37B
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AWAAX vs FWGIX

Header iconAWAAX vs FWGIX Comparison
Open Charts AWAAX vs FWGIXBanner chart's image
AB Wealth Appreciation Strategy A
Price$24.42
Change-$0.42 (-1.69%)
VolumeN/A
Net Assets1.43B
American Funds Capital World Gr&Inc F3
Price$75.00
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
AWAAX vs FWGIX Comparison Chart in %
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AWAAX vs. FWGIX commentary
Feb 04, 2026

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.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. AWAAX (1.43B). FWGIX pays higher dividends than AWAAX: FWGIX (1.74) vs AWAAX (0.91). AWAAX was incepted earlier than FWGIX: AWAAX (22 years) vs FWGIX (9 years). AWAAX (1.27) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and AWAAX (26.00) have comparable annual turnover. AWAAX has a lower initial minimum investment than FWGIX: AWAAX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 16.66 vs. AWAAX (14.55). FWGIX return over 5 years is better than : 32.65 vs. AWAAX (30.70).
AWAAXFWGIXAWAAX / FWGIX
Total Expense Ratio1.000.41244%
Annual Report Gross Expense Ratio1.270.41310%
Fund Existence22 years9 years-
Gain YTD3.2564.96966%
Front Load4%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.43B142B1%
Annual Yield % from dividends0.911.7452%
Returns for 1 year14.5516.6687%
Returns for 3 years46.5844.75104%
Returns for 5 years30.7032.6594%
Returns for 10 years103.05N/A-
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