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AWAAX vs RWIAX
AWAAX vs RWIAX Comparison
Open Charts AWAAX vs RWIAX
AB Wealth Appreciation Strategy A
Price$23.95
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R1
Price$71.86
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWAAX vs RWIAX Comparison Chart in %
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AWAAX vs. RWIAX commentary
Aug 18, 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: 137B vs. AWAAX (1.35B). RWIAX (0.81) and AWAAX (0.78) 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 : 12.45 vs. RWIAX (10.54). AWAAX (44.78) and RWIAX (43.59) 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 | 14.593 | 14.945 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.78 | 0.81 | 96% |
| Returns for 1 year | 12.45 | 10.54 | 118% |
| Returns for 3 years | 33.17 | 38.50 | 86% |
| Returns for 5 years | 44.78 | 43.59 | 103% |
| Returns for 10 years | 69.65 | 59.78 | 117% |
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