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AWAAX vs RWIEX
AWAAX vs RWIEX Comparison
Open Charts AWAAX vs RWIEX
AB Wealth Appreciation Strategy A
Price$24.75
Change-$0.41 (-1.63%)
VolumeN/A
Net Assets1.4B
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AWAAX vs RWIEX Comparison Chart in %
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AWAAX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. AWAAX (1.4B). RWIEX pays higher dividends than AWAAX: RWIEX (1.35) vs AWAAX (0.74). 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). RWIEX annual gain was more profitable for investors over the last year : 15.02 vs. AWAAX (12.28). RWIEX return over 5 years is better than : 47.80 vs. AWAAX (43.00).
| 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 | 20.383 | 23.416 | 87% |
| 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 | 1.35 | 55% |
| Returns for 1 year | 12.28 | 15.02 | 82% |
| Returns for 3 years | 49.42 | 56.15 | 88% |
| Returns for 5 years | 43.00 | 47.80 | 90% |
| Returns for 10 years | 86.45 | 86.00 | 101% |
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