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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$24.66
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets1.38B
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AWAAX vs RWIEX Comparison Chart in %
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AWAAX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. AWAAX (1.38B). RWIEX pays higher dividends than AWAAX: RWIEX (1.38) vs AWAAX (0.75). AWAAX was incepted earlier than RWIEX: AWAAX (22 years) vs RWIEX (23 years). AWAAX (1.32) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWIEX has a lower initial minimum investment than AWAAX: RWIEX (250) vs AWAAX (2500). AWAAX (10.98) and RWIEX (10.77) have marching annual gain over last year. RWIEX return over 5 years is better than : 50.71 vs. AWAAX (44.93).
| AWAAX | RWIEX | AWAAX / RWIEX | |
| Total Expense Ratio | 1.00 | 0.76 | 132% |
| Annual Report Gross Expense Ratio | 1.32 | 0.76 | 174% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 17.990 | 19.970 | 90% |
| 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 | 1.38 | 54% |
| Returns for 1 year | 10.98 | 10.77 | 102% |
| Returns for 3 years | 57.53 | 66.98 | 86% |
| Returns for 5 years | 44.93 | 50.71 | 89% |
| Returns for 10 years | 80.30 | 77.20 | 104% |