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AWAAX vs RWIHX
AWAAX vs RWIHX Comparison
Open Charts AWAAX vs RWIHX
AB Wealth Appreciation Strategy A
Price$23.26
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWAAX vs RWIHX Comparison Chart in %
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AWAAX vs. RWIHX commentary
Jul 07, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. AWAAX (1.32B). RWIHX pays higher dividends than AWAAX: RWIHX (1.64) vs AWAAX (0.80). AWAAX was incepted earlier than RWIHX: AWAAX (22 years) vs RWIHX (10 years). AWAAX (1.32) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). RWIHX has a lower initial minimum investment than AWAAX: RWIHX (250) vs AWAAX (2500). RWIHX annual gain was more profitable for investors over the last year : 9.57 vs. AWAAX (9.06). RWIHX return over 5 years is better than : 54.03 vs. AWAAX (50.52).
| AWAAX | RWIHX | AWAAX / RWIHX | |
| Total Expense Ratio | 1.00 | 0.56 | 179% |
| Annual Report Gross Expense Ratio | 1.32 | 0.56 | 236% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 11.292 | 13.685 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.80 | 1.64 | 49% |
| Returns for 1 year | 9.06 | 9.57 | 95% |
| Returns for 3 years | 41.84 | 50.99 | 82% |
| Returns for 5 years | 50.52 | 54.03 | 94% |
| Returns for 10 years | 63.91 | N/A | - |
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