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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$24.66
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets1.38B
American Funds Capital World Gr&Inc R3
Price$74.77
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AWAAX vs RWICX Comparison Chart in %
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AWAAX vs. RWICX commentary
Oct 20, 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 Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 141B vs. AWAAX (1.38B). RWICX pays higher dividends than AWAAX: RWICX (1.14) vs AWAAX (0.75). AWAAX was incepted earlier than RWICX: AWAAX (22 years) vs RWICX (23 years). AWAAX (1.32) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWICX has a lower initial minimum investment than AWAAX: RWICX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 10.98 vs. RWICX (10.41). RWICX return over 5 years is better than : 48.94 vs. AWAAX (44.93).
| AWAAX | RWICX | AWAAX / RWICX | |
| Total Expense Ratio | 1.00 | 1.06 | 94% |
| Annual Report Gross Expense Ratio | 1.32 | 1.06 | 125% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 17.990 | 19.680 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 141B | 1% |
| Annual Yield % from dividends | 0.75 | 1.14 | 66% |
| Returns for 1 year | 10.98 | 10.41 | 105% |
| Returns for 3 years | 57.53 | 65.55 | 88% |
| Returns for 5 years | 44.93 | 48.94 | 92% |
| Returns for 10 years | 80.30 | 74.99 | 107% |
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