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AWAYX vs CWIAX
AWAYX vs CWIAX Comparison
Open Charts AWAYX vs CWIAX
AB Wealth Appreciation Strategy Advisor
Price$23.88
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AWAYX vs CWIAX Comparison Chart in %
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AWAYX vs. CWIAX 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 AWAYX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. AWAYX (1.35B). CWIAX pays higher dividends than AWAYX: CWIAX (1.43) vs AWAYX (1.00). AWAYX was incepted earlier than CWIAX: AWAYX (22 years) vs CWIAX (24 years). AWAYX (1.07) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. AWAYX (12.00). AWAYX has a lower initial minimum investment than CWIAX: AWAYX (0) vs CWIAX (250). AWAYX (13.73) and CWIAX (13.15) have marching annual gain over last year. CWIAX return over 5 years is better than : 50.93 vs. AWAYX (45.34).
| AWAYX | CWIAX | AWAYX / CWIAX | |
| Total Expense Ratio | 0.75 | 0.78 | 96% |
| Annual Report Gross Expense Ratio | 1.07 | 0.78 | 137% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 14.863 | 16.202 | 92% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 138B | 1% |
| Annual Yield % from dividends | 1.00 | 1.43 | 70% |
| Returns for 1 year | 13.73 | 13.15 | 104% |
| Returns for 3 years | 46.41 | 55.56 | 84% |
| Returns for 5 years | 45.34 | 50.93 | 89% |
| Returns for 10 years | 81.92 | 98.76 | 83% |
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