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AWACX vs WGIFX
AWACX vs WGIFX Comparison
Open Charts AWACX vs WGIFX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
AWACX vs WGIFX Comparison Chart in %
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AWACX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. AWACX (1.35B). WGIFX pays higher dividends than AWACX: WGIFX (1.64) 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 : 13.44 vs. AWACX (12.70). WGIFX return over 5 years is better than : 48.42 vs. AWACX (41.50).
| 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 | 14.024 | 16.367 | 86% |
| 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 | 1.64 | 5% |
| Returns for 1 year | 12.70 | 13.44 | 95% |
| Returns for 3 years | 44.00 | 55.06 | 80% |
| Returns for 5 years | 41.50 | 48.42 | 86% |
| Returns for 10 years | 74.01 | 77.16 | 96% |
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