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AWAAX vs RWICX
AWAAX vs RWICX Comparison
Open Charts AWAAX vs RWICX
AB Wealth Appreciation Strategy A
Price$24.42
Change-$0.42 (-1.69%)
VolumeN/A
Net Assets1.43B
American Funds Capital World Gr&Inc R3
Price$74.30
Change-$1.09 (-1.45%)
VolumeN/A
Net Assets142.37B
AWAAX vs RWICX Comparison Chart in %
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AWAAX vs. RWICX commentary
Feb 04, 2026
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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. AWAAX (1.43B). RWICX pays higher dividends than AWAAX: RWICX (1.20) vs AWAAX (0.91). AWAAX was incepted earlier than RWICX: AWAAX (22 years) vs RWICX (24 years). AWAAX (1.27) is less costly to investors than RWICX (1.06). RWICX (27.00) and AWAAX (26.00) have comparable annual turnover. 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 : 15.83 vs. AWAAX (14.55). AWAAX return over 5 years is better than : 30.70 vs. RWICX (29.07).
| AWAAX | RWICX | AWAAX / RWICX | |
| Total Expense Ratio | 1.00 | 1.06 | 94% |
| Annual Report Gross Expense Ratio | 1.27 | 1.06 | 120% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.256 | 4.914 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 142B | 1% |
| Annual Yield % from dividends | 0.91 | 1.20 | 76% |
| Returns for 1 year | 14.55 | 15.83 | 92% |
| Returns for 3 years | 46.58 | 41.80 | 111% |
| Returns for 5 years | 30.70 | 29.07 | 106% |
| Returns for 10 years | 103.05 | 97.44 | 106% |
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