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AWAAX vs WGIFX
AWAAX vs WGIFX Comparison
Open Charts AWAAX vs WGIFX
AB Wealth Appreciation Strategy A
Price$24.42
Change-$0.42 (-1.69%)
VolumeN/A
Net Assets1.43B
American Funds Capital World Gr&Inc F2
Price$74.90
Change-$1.04 (-1.37%)
VolumeN/A
Net Assets142.37B
AWAAX vs WGIFX Comparison Chart in %
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AWAAX vs. WGIFX commentary
Feb 04, 2026
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: 142B vs. AWAAX (1.43B). WGIFX pays higher dividends than AWAAX: WGIFX (1.65) vs AWAAX (0.91). AWAAX was incepted earlier than WGIFX: AWAAX (22 years) vs WGIFX (18 years). AWAAX (1.27) is less costly to investors than WGIFX (0.52). WGIFX (27.00) and AWAAX (26.00) have comparable annual turnover. 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 : 16.51 vs. AWAAX (14.55). WGIFX (32.04) and AWAAX (30.70) have equivalent 5 years return.
| AWAAX | WGIFX | AWAAX / WGIFX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.27 | 0.52 | 244% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 3.256 | 4.946 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 142B | 1% |
| Annual Yield % from dividends | 0.91 | 1.65 | 55% |
| Returns for 1 year | 14.55 | 16.51 | 88% |
| Returns for 3 years | 46.58 | 44.27 | 105% |
| Returns for 5 years | 30.70 | 32.04 | 96% |
| Returns for 10 years | 103.05 | 102.12 | 101% |
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