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AWAAX vs WGIFX
AWAAX vs WGIFX Comparison
Open Charts AWAAX vs WGIFX
AB Wealth Appreciation Strategy A
Price$22.16
Change-$0.27 (-1.20%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
AWAAX vs WGIFX Comparison Chart
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AWAAX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. AWAAX (1.26B). WGIFX pays higher dividends than AWAAX: WGIFX (1.75) vs AWAAX (0.85). 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). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. AWAAX (5.42). WGIFX return over 5 years is better than : 52.99 vs. AWAAX (47.55).
| 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 | 6.029 | 9.129 | 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 | 1.75 | 48% |
| Returns for 1 year | 5.42 | 6.58 | 82% |
| Returns for 3 years | 36.60 | 44.89 | 82% |
| Returns for 5 years | 47.55 | 52.99 | 90% |
| Returns for 10 years | 53.78 | 53.21 | 101% |
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