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AWAAX vs RWIHX
AWAAX vs RWIHX Comparison
Open Charts AWAAX vs RWIHX
AB Wealth Appreciation Strategy A
Price$22.16
Change-$0.27 (-1.20%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AWAAX vs RWIHX Comparison Chart
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AWAAX vs. RWIHX commentary
Jun 16, 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: 131B vs. AWAAX (1.26B). RWIHX pays higher dividends than AWAAX: RWIHX (1.72) vs AWAAX (0.85). 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 : 6.53 vs. AWAAX (5.42). RWIHX return over 5 years is better than : 52.74 vs. AWAAX (47.55).
| 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 | 6.029 | 9.118 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 0.85 | 1.72 | 49% |
| Returns for 1 year | 5.42 | 6.53 | 83% |
| Returns for 3 years | 36.60 | 44.72 | 82% |
| Returns for 5 years | 47.55 | 52.74 | 90% |
| Returns for 10 years | 53.78 | N/A | - |
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