Interact to see
Advertisement
Advertisement
AWACX vs RWIAX
AWACX vs RWIAX Comparison
Open Charts AWACX vs RWIAX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc R1
Price$72.28
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AWACX vs RWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWACX vs. RWIAX 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 138B vs. AWACX (1.35B). RWIAX pays higher dividends than AWACX: RWIAX (0.80) 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 (12.70) and RWIAX (12.28) have marching annual gain over last year. RWIAX (43.21) and AWACX (41.50) 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 | 15.617 | 90% |
| 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 | 0.80 | 11% |
| Returns for 1 year | 12.70 | 12.28 | 103% |
| Returns for 3 years | 44.00 | 51.15 | 86% |
| Returns for 5 years | 41.50 | 43.21 | 96% |
| Returns for 10 years | 74.01 | 70.84 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement