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AWAYX vs CWIEX
AWAYX vs CWIEX Comparison
Open Charts AWAYX vs CWIEX
AB Wealth Appreciation Strategy Advisor
Price$22.08
Change-$0.26 (-1.16%)
VolumeN/A
Net Assets1.28B
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
AWAYX vs CWIEX Comparison Chart
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AWAYX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 132B vs. AWAYX (1.28B). CWIEX pays higher dividends than AWAYX: CWIEX (1.31) vs AWAYX (1.10). 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 annual gain was more profitable for investors over the last year : 6.05 vs. AWAYX (5.70). CWIEX return over 5 years is better than : 54.48 vs. AWAYX (48.66).
| 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 | 6.205 | 8.904 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 132B | 1% |
| Annual Yield % from dividends | 1.10 | 1.31 | 84% |
| Returns for 1 year | 5.70 | 6.05 | 94% |
| Returns for 3 years | 37.26 | 44.36 | 84% |
| Returns for 5 years | 48.66 | 54.48 | 89% |
| Returns for 10 years | 55.68 | 69.54 | 80% |
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