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AWAYX vs CWIEX
AWAYX vs CWIEX Comparison
Open Charts AWAYX vs CWIEX
AB Wealth Appreciation Strategy Advisor
Price$23.87
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets1.35B
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AWAYX vs CWIEX Comparison Chart in %
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AWAYX vs. CWIEX 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 AWAYX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AWAYX (1.35B). CWIEX pays higher dividends than AWAYX: CWIEX (1.25) vs AWAYX (1.01). AWAYX was incepted earlier than CWIEX: AWAYX (22 years) vs CWIEX (23 years). AWAYX (1.07) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. AWAYX (12.00). AWAYX has a lower initial minimum investment than CWIEX: AWAYX (0) vs CWIEX (250). CWIEX (12.82) and AWAYX (12.67) have marching annual gain over last year. CWIEX return over 5 years is better than : 49.46 vs. AWAYX (45.79).
| AWAYX | CWIEX | AWAYX / CWIEX | |
| Total Expense Ratio | 0.75 | 1.00 | 75% |
| Annual Report Gross Expense Ratio | 1.07 | 1.00 | 107% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 14.815 | 15.216 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 137B | 1% |
| Annual Yield % from dividends | 1.01 | 1.25 | 81% |
| Returns for 1 year | 12.67 | 12.82 | 99% |
| Returns for 3 years | 33.81 | 41.59 | 81% |
| Returns for 5 years | 45.79 | 49.46 | 93% |
| Returns for 10 years | 71.69 | 80.85 | 89% |
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