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AWACX vs CWIFX
AWACX vs CWIFX Comparison
Open Charts AWACX vs CWIFX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AWACX vs CWIFX Comparison Chart in %
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AWACX vs. CWIFX commentary
Sep 08, 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. AWACX (1.35B). CWIFX pays higher dividends than AWACX: CWIFX (1.57) vs AWACX (0.09). AWACX was incepted earlier than CWIFX: AWACX (22 years) vs CWIFX (23 years). AWACX (2.08) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). CWIFX has a lower initial minimum investment than AWACX: CWIFX (250) vs AWACX (2500). CWIFX (13.31) and AWACX (12.70) have marching annual gain over last year. CWIFX return over 5 years is better than : 52.14 vs. AWACX (41.50).
| AWACX | CWIFX | AWACX / CWIFX | |
| Total Expense Ratio | 1.77 | 0.86 | 206% |
| Annual Report Gross Expense Ratio | 2.08 | 0.86 | 242% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 14.024 | 16.304 | 86% |
| 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 | 138B | 1% |
| Annual Yield % from dividends | 0.09 | 1.57 | 5% |
| Returns for 1 year | 12.70 | 13.31 | 95% |
| Returns for 3 years | 44.00 | 56.25 | 78% |
| Returns for 5 years | 41.50 | 52.14 | 80% |
| Returns for 10 years | 74.01 | 102.66 | 72% |
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