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AWAAX vs WGIFX
AWAAX vs WGIFX Comparison
Open Charts AWAAX vs WGIFX
AB Wealth Appreciation Strategy A
Price$24.48
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
AWAAX vs WGIFX Comparison Chart in %
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AWAAX vs. WGIFX commentary
Sep 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. AWAAX (1.37B). WGIFX pays higher dividends than AWAAX: WGIFX (1.64) vs AWAAX (0.77). AWAAX was incepted earlier than WGIFX: AWAAX (22 years) vs WGIFX (17 years). AWAAX (1.32) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). WGIFX has a lower initial minimum investment than AWAAX: WGIFX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 10.71 vs. WGIFX (9.69). WGIFX return over 5 years is better than : 56.59 vs. AWAAX (51.33).
| AWAAX | WGIFX | AWAAX / WGIFX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.32 | 0.52 | 254% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 17.129 | 19.049 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 140B | 1% |
| Annual Yield % from dividends | 0.77 | 1.64 | 47% |
| Returns for 1 year | 10.71 | 9.69 | 111% |
| Returns for 3 years | 60.60 | 71.01 | 85% |
| Returns for 5 years | 51.33 | 56.59 | 91% |
| Returns for 10 years | 91.55 | 91.92 | 100% |
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