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AWACX vs CWIEX
AWACX vs CWIEX Comparison
Open Charts AWACX vs CWIEX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AWACX vs CWIEX Comparison Chart in %
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AWACX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AWACX (1.35B). CWIEX pays higher dividends than AWACX: CWIEX (1.25) vs AWACX (0.09). AWACX was incepted earlier than CWIEX: AWACX (22 years) vs CWIEX (23 years). AWACX (2.08) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). CWIEX has a lower initial minimum investment than AWACX: CWIEX (250) vs AWACX (2500). AWACX (11.67) and CWIEX (11.15) have marching annual gain over last year. CWIEX return over 5 years is better than : 49.58 vs. AWACX (41.92).
| AWACX | CWIEX | AWACX / CWIEX | |
| Total Expense Ratio | 1.77 | 1.00 | 177% |
| Annual Report Gross Expense Ratio | 2.08 | 1.00 | 208% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 14.024 | 15.312 | 92% |
| Front Load | N/A | N/A | - |
| 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 | 1.25 | 7% |
| Returns for 1 year | 11.67 | 11.15 | 105% |
| Returns for 3 years | 31.56 | 41.58 | 76% |
| Returns for 5 years | 41.92 | 49.58 | 85% |
| Returns for 10 years | 64.11 | 81.77 | 78% |
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