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AWAYX vs CWIAX
AWAYX vs CWIAX Comparison
Open Charts AWAYX vs CWIAX
AB Wealth Appreciation Strategy Advisor
Price$22.08
Change-$0.26 (-1.16%)
VolumeN/A
Net Assets1.26B
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AWAYX vs CWIAX Comparison Chart
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AWAYX vs. CWIAX commentary
Jun 15, 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: 131B vs. AWAYX (1.26B). CWIAX pays higher dividends than AWAYX: CWIAX (1.52) vs AWAYX (1.10). AWAYX was incepted earlier than CWIAX: AWAYX (22 years) vs CWIAX (23 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). CWIAX annual gain was more profitable for investors over the last year : 6.31 vs. AWAYX (5.70). CWIAX return over 5 years is better than : 56.31 vs. AWAYX (48.66).
| 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 | 23 years | - |
| Gain YTD | 6.205 | 9.031 | 69% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 131B | 1% |
| Annual Yield % from dividends | 1.10 | 1.52 | 72% |
| Returns for 1 year | 5.70 | 6.31 | 90% |
| Returns for 3 years | 37.26 | 45.37 | 82% |
| Returns for 5 years | 48.66 | 56.31 | 86% |
| Returns for 10 years | 55.68 | 73.44 | 76% |
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