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AWACX vs RWIAX
AWACX vs RWIAX Comparison
Open Charts AWACX vs RWIAX
AB Wealth Appreciation Strategy C
Price$23.64
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets1.32B
American Funds Capital World Gr&Inc R1
Price$70.74
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWACX vs RWIAX Comparison Chart in %
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AWACX vs. RWIAX 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 136B vs. AWACX (1.32B). RWIAX pays higher dividends than AWACX: RWIAX (0.81) vs AWACX (0.09). AWACX was incepted earlier than RWIAX: AWACX (22 years) vs RWIAX (23 years). AWACX (2.08) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). RWIAX has a lower initial minimum investment than AWACX: RWIAX (250) vs AWACX (2500). RWIAX (8.49) and AWACX (8.34) have marching annual gain over last year. RWIAX (48.85) and AWACX (47.63) have equivalent 5 years return.
| AWACX | RWIAX | AWACX / RWIAX | |
| Total Expense Ratio | 1.77 | 1.51 | 117% |
| Annual Report Gross Expense Ratio | 2.08 | 1.51 | 138% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.882 | 13.153 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 136B | 1% |
| Annual Yield % from dividends | 0.09 | 0.81 | 11% |
| Returns for 1 year | 8.34 | 8.49 | 98% |
| Returns for 3 years | 40.12 | 47.32 | 85% |
| Returns for 5 years | 47.63 | 48.85 | 98% |
| Returns for 10 years | 58.76 | 58.41 | 101% |
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