Interact to see
Advertisement
Advertisement
AWACX vs CWIAX
AWACX vs CWIAX Comparison
Open Charts AWACX vs CWIAX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWACX vs CWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWACX vs. CWIAX commentary
Aug 17, 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 AWACX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. AWACX (1.35B). CWIAX pays higher dividends than AWACX: CWIAX (1.46) vs AWACX (0.09). AWACX was incepted earlier than CWIAX: AWACX (22 years) vs CWIAX (24 years). AWACX (2.08) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). CWIAX has a lower initial minimum investment than AWACX: CWIAX (250) vs AWACX (2500). AWACX (11.67) and CWIAX (11.41) have marching annual gain over last year. CWIAX return over 5 years is better than : 51.32 vs. AWACX (41.92).
| AWACX | CWIAX | AWACX / CWIAX | |
| Total Expense Ratio | 1.77 | 0.78 | 227% |
| Annual Report Gross Expense Ratio | 2.08 | 0.78 | 267% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 14.024 | 15.485 | 91% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 0.09 | 1.46 | 6% |
| Returns for 1 year | 11.67 | 11.41 | 102% |
| Returns for 3 years | 31.56 | 42.58 | 74% |
| Returns for 5 years | 41.92 | 51.32 | 82% |
| Returns for 10 years | 64.11 | 85.94 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement