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AWAAX vs RWIAX
AWAAX vs RWIAX Comparison
Open Charts AWAAX vs RWIAX
AB Wealth Appreciation Strategy A
Price$22.16
Change-$0.27 (-1.20%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R1
Price$67.93
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AWAAX vs RWIAX Comparison Chart
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AWAAX vs. RWIAX commentary
Jun 16, 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 131B vs. AWAAX (1.26B). RWIAX (0.85) and AWAAX (0.85) have matching dividends . AWAAX was incepted earlier than RWIAX: AWAAX (22 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than AWAAX (1.32). RWIAX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWIAX has a lower initial minimum investment than AWAAX: RWIAX (250) vs AWAAX (2500). RWIAX (5.47) and AWAAX (5.42) have marching annual gain over last year. RWIAX (47.93) and AWAAX (47.55) have equivalent 5 years return.
| AWAAX | RWIAX | AWAAX / RWIAX | |
| Total Expense Ratio | 1.00 | 1.51 | 66% |
| Annual Report Gross Expense Ratio | 1.32 | 1.51 | 87% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.029 | 8.659 | 70% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 0.85 | 0.85 | 99% |
| Returns for 1 year | 5.42 | 5.47 | 99% |
| Returns for 3 years | 36.60 | 41.21 | 89% |
| Returns for 5 years | 47.55 | 47.93 | 99% |
| Returns for 10 years | 53.78 | 48.05 | 112% |