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AWACX vs RWIAX
AWACX vs RWIAX Comparison
Open Charts AWACX vs RWIAX
AB Wealth Appreciation Strategy C
Price$24.12
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.34B
American Funds Capital World Gr&Inc R1
Price$71.60
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AWACX vs RWIAX Comparison Chart in %
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AWACX vs. RWIAX commentary
Jul 27, 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 (1.34B). 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 (13.45) and RWIAX (12.88) have marching annual gain over last year. RWIAX (47.16) and AWACX (46.79) 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 | 13.133 | 14.529 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 137B | 1% |
| Annual Yield % from dividends | 0.09 | 0.81 | 11% |
| Returns for 1 year | 13.45 | 12.88 | 104% |
| Returns for 3 years | 40.80 | 48.09 | 85% |
| Returns for 5 years | 46.79 | 47.16 | 99% |
| Returns for 10 years | 62.51 | 58.59 | 107% |
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