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AWAAX vs RWIAX
AWAAX vs RWIAX Comparison
Open Charts AWAAX vs RWIAX
AB Wealth Appreciation Strategy A
Price$23.26
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc R1
Price$70.74
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWAAX vs RWIAX Comparison Chart in %
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AWAAX vs. RWIAX commentary
Jul 07, 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: 136B vs. AWAAX (1.32B). RWIAX (0.81) and AWAAX (0.80) 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). AWAAX annual gain was more profitable for investors over the last year : 9.06 vs. RWIAX (8.49). AWAAX (50.52) and RWIAX (48.85) 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 | 11.292 | 13.153 | 86% |
| 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 | 0.81 | 98% |
| Returns for 1 year | 9.06 | 8.49 | 107% |
| Returns for 3 years | 41.84 | 47.32 | 88% |
| Returns for 5 years | 50.52 | 48.85 | 103% |
| Returns for 10 years | 63.91 | 58.41 | 109% |
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