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AWAAX vs RWIFX
AWAAX vs RWIFX Comparison
Open Charts AWAAX vs RWIFX
AB Wealth Appreciation Strategy A
Price$24.75
Change-$0.41 (-1.63%)
VolumeN/A
Net Assets1.4B
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
AWAAX vs RWIFX Comparison Chart in %
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AWAAX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. AWAAX (1.4B). RWIFX pays higher dividends than AWAAX: RWIFX (1.60) vs AWAAX (0.74). AWAAX was incepted earlier than RWIFX: AWAAX (22 years) vs RWIFX (24 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 annual gain was more profitable for investors over the last year : 15.39 vs. AWAAX (12.28). RWIFX return over 5 years is better than : 49.55 vs. AWAAX (43.00).
| 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 | 24 years | - |
| Gain YTD | 20.383 | 23.740 | 86% |
| 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 | 1.60 | 46% |
| Returns for 1 year | 12.28 | 15.39 | 80% |
| Returns for 3 years | 49.42 | 57.49 | 86% |
| Returns for 5 years | 43.00 | 49.55 | 87% |
| Returns for 10 years | 86.45 | 88.26 | 98% |
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