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AWACX vs RWIAX
AWACX vs RWIAX Comparison
Open Charts AWACX vs RWIAX
AB Wealth Appreciation Strategy C
Price$22.53
Change-$0.27 (-1.18%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc R1
Price$67.93
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AWACX vs RWIAX Comparison Chart
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AWACX vs. RWIAX 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 131B vs. AWACX (1.26B). RWIAX pays higher dividends than AWACX: RWIAX (0.85) 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 annual gain was more profitable for investors over the last year : 5.47 vs. AWACX (4.74). RWIAX return over 5 years is better than : 47.93 vs. AWACX (44.75).
| 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 | 5.675 | 8.659 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 0.09 | 0.85 | 11% |
| Returns for 1 year | 4.74 | 5.47 | 87% |
| Returns for 3 years | 35.06 | 41.21 | 85% |
| Returns for 5 years | 44.75 | 47.93 | 93% |
| Returns for 10 years | 48.88 | 48.05 | 102% |
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