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AWACX vs FWGIX
AWACX vs FWGIX Comparison
Open Charts AWACX vs FWGIX
AB Wealth Appreciation Strategy C
Price$23.64
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWACX vs FWGIX Comparison Chart in %
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AWACX vs. FWGIX commentary
Jul 07, 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. AWACX (1.32B). FWGIX pays higher dividends than AWACX: FWGIX (1.77) vs AWACX (0.09). AWACX was incepted earlier than FWGIX: AWACX (22 years) vs FWGIX (8 years). AWACX (2.08) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). AWACX has a lower initial minimum investment than FWGIX: AWACX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. AWACX (8.34). FWGIX return over 5 years is better than : 54.88 vs. AWACX (47.63).
| AWACX | FWGIX | AWACX / FWGIX | |
| Total Expense Ratio | 1.77 | 0.41 | 432% |
| Annual Report Gross Expense Ratio | 2.08 | 0.41 | 507% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 10.882 | 13.775 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.09 | 1.77 | 5% |
| Returns for 1 year | 8.34 | 9.74 | 86% |
| Returns for 3 years | 40.12 | 51.57 | 78% |
| Returns for 5 years | 47.63 | 54.88 | 87% |
| Returns for 10 years | 58.76 | N/A | - |
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