Interact to see
Advertisement
Advertisement
AWACX vs WGIFX
AWACX vs WGIFX Comparison
Open Charts AWACX vs WGIFX
AB Wealth Appreciation Strategy C
Price$24.31
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWACX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWACX vs. WGIFX commentary
Aug 17, 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: 137B vs. AWACX (1.35B). WGIFX pays higher dividends than AWACX: WGIFX (1.67) 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 (11.69) and AWACX (11.67) have marching annual gain over last year. WGIFX return over 5 years is better than : 48.82 vs. AWACX (41.92).
| 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 | 15.635 | 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 | 137B | 1% |
| Annual Yield % from dividends | 0.09 | 1.67 | 5% |
| Returns for 1 year | 11.67 | 11.69 | 100% |
| Returns for 3 years | 31.56 | 42.11 | 75% |
| Returns for 5 years | 41.92 | 48.82 | 86% |
| Returns for 10 years | 64.11 | 65.73 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement