Interact to see
Advertisement
Advertisement
AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$24.75
Change-$0.41 (-1.63%)
VolumeN/A
Net Assets1.4B
American Funds Capital World Gr&Inc R3
Price$75.52
Change-$1.39 (-1.81%)
VolumeN/A
Net Assets144.09B
AWAAX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWAAX vs. RWICX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 144B vs. AWAAX (1.4B). RWICX pays higher dividends than AWAAX: RWICX (1.11) vs AWAAX (0.74). 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). RWICX annual gain was more profitable for investors over the last year : 14.66 vs. AWAAX (12.28). RWICX return over 5 years is better than : 46.07 vs. AWAAX (43.00).
| 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 | 20.383 | 23.105 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 144B | 1% |
| Annual Yield % from dividends | 0.74 | 1.11 | 66% |
| Returns for 1 year | 12.28 | 14.66 | 84% |
| Returns for 3 years | 49.42 | 54.82 | 90% |
| Returns for 5 years | 43.00 | 46.07 | 93% |
| Returns for 10 years | 86.45 | 83.71 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement