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AWACX vs RWIAX
AWACX vs RWIAX Comparison
Open Charts AWACX vs RWIAX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R1
Price$71.86
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWACX vs RWIAX Comparison Chart in %
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AWACX vs. RWIAX 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 137B vs. AWACX (1.35B). 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). AWACX annual gain was more profitable for investors over the last year : 11.67 vs. RWIAX (10.54). RWIAX (43.59) and AWACX (41.92) 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 | 14.024 | 14.945 | 94% |
| 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 | 0.81 | 11% |
| Returns for 1 year | 11.67 | 10.54 | 111% |
| Returns for 3 years | 31.56 | 38.50 | 82% |
| Returns for 5 years | 41.92 | 43.59 | 96% |
| Returns for 10 years | 64.11 | 59.78 | 107% |
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