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AWAAX vs RWIFX
AWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFX
AB Wealth Appreciation Strategy A
Price$24.66
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets1.38B
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AWAAX vs RWIFX Comparison Chart in %
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AWAAX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. AWAAX (1.38B). RWIFX pays higher dividends than AWAAX: RWIFX (1.64) vs AWAAX (0.75). AWAAX was incepted earlier than RWIFX: AWAAX (22 years) vs RWIFX (23 years). AWAAX (1.32) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWIFX has a lower initial minimum investment than AWAAX: RWIFX (250) vs AWAAX (2500). RWIFX (11.13) and AWAAX (10.98) have marching annual gain over last year. RWIFX return over 5 years is better than : 52.48 vs. AWAAX (44.93).
| AWAAX | RWIFX | AWAAX / RWIFX | |
| Total Expense Ratio | 1.00 | 0.46 | 217% |
| Annual Report Gross Expense Ratio | 1.32 | 0.46 | 287% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 17.990 | 20.250 | 89% |
| 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 | 1.64 | 46% |
| Returns for 1 year | 10.98 | 11.13 | 99% |
| Returns for 3 years | 57.53 | 68.41 | 84% |
| Returns for 5 years | 44.93 | 52.48 | 86% |
| Returns for 10 years | 80.30 | 79.35 | 101% |