AWAAX
Price
$23.75
Change
+$0.04 (+0.17%)
Updated
Jul 25 closing price
Net Assets
1.34B
RWIFX
Price
$72.53
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
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AWAAX vs RWIFX

Header iconAWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFXBanner chart's image
AB Wealth Appreciation Strategy A
Price$23.75
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.34B
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AWAAX vs RWIFX Comparison Chart in %
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AWAAX vs. RWIFX commentary
Jul 28, 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 Buy and RWIFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. AWAAX (1.34B). RWIFX pays higher dividends than AWAAX: RWIFX (1.72) vs AWAAX (0.80). 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). AWAAX (14.22) and RWIFX (14.13) have marching annual gain over last year. RWIFX return over 5 years is better than : 52.85 vs. AWAAX (49.68).
AWAAXRWIFXAWAAX / RWIFX
Total Expense Ratio1.000.46217%
Annual Report Gross Expense Ratio1.320.46287%
Fund Existence22 years23 years-
Gain YTD13.63615.19890%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B137B1%
Annual Yield % from dividends0.801.7246%
Returns for 1 year14.2214.13101%
Returns for 3 years42.5352.1782%
Returns for 5 years49.6852.8594%
Returns for 10 years67.8064.97104%
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