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AWACX vs WGIFX
AWACX vs WGIFX Comparison
Open Charts AWACX vs WGIFX
AB Wealth Appreciation Strategy C
Price$22.53
Change-$0.27 (-1.18%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
AWACX vs WGIFX Comparison Chart
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AWACX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. AWACX (1.26B). WGIFX pays higher dividends than AWACX: WGIFX (1.75) vs AWACX (0.09). AWACX was incepted earlier than WGIFX: AWACX (22 years) vs WGIFX (17 years). AWACX (2.08) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AWACX (12.00). WGIFX has a lower initial minimum investment than AWACX: WGIFX (250) vs AWACX (2500). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. AWACX (4.74). WGIFX return over 5 years is better than : 52.99 vs. AWACX (44.75).
| AWACX | WGIFX | AWACX / WGIFX | |
| Total Expense Ratio | 1.77 | 0.52 | 340% |
| Annual Report Gross Expense Ratio | 2.08 | 0.52 | 400% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 5.675 | 9.129 | 62% |
| 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 | 1.75 | 5% |
| Returns for 1 year | 4.74 | 6.58 | 72% |
| Returns for 3 years | 35.06 | 44.89 | 78% |
| Returns for 5 years | 44.75 | 52.99 | 84% |
| Returns for 10 years | 48.88 | 53.21 | 92% |
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