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AWACX vs FWGIX
AWACX vs FWGIX Comparison
Open Charts AWACX vs FWGIX
AB Wealth Appreciation Strategy C
Price$22.53
Change-$0.27 (-1.18%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
AWACX vs FWGIX Comparison Chart
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AWACX vs. FWGIX commentary
Jun 16, 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: 131B vs. AWACX (1.26B). FWGIX pays higher dividends than AWACX: FWGIX (1.85) 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 : 6.71 vs. AWACX (4.74). FWGIX return over 5 years is better than : 53.53 vs. AWACX (44.75).
| 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 | 5.675 | 9.196 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 0.09 | 1.85 | 5% |
| Returns for 1 year | 4.74 | 6.71 | 71% |
| Returns for 3 years | 35.06 | 45.29 | 77% |
| Returns for 5 years | 44.75 | 53.53 | 84% |
| Returns for 10 years | 48.88 | N/A | - |
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