AB Wealth Appreciation Strategy (AWAYX) Alternatives
AB Wealth Appreciation Strategy (AWAYX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AWAYX
AWAYX charges 0.40% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among AWAYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | AWAYX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | AWAYX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | AWAYX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | AWAYX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | AWAYX vs VMNVX |
Best Risk-Adjusted Alternatives to AWAYX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | AWAYX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | AWAYX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | AWAYX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | AWAYX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | AWAYX vs GLIFX |
Top Performing AWAYX Alternatives (YTD)
AWAYX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | AWAYX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | AWAYX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | AWAYX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | AWAYX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | AWAYX vs GQRIX |
Lowest Volatility Alternatives to AWAYX
AWAYX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | AWAYX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | AWAYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | AWAYX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | AWAYX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | AWAYX vs GLIFX |
Lowest Drawdown Alternatives to AWAYX
AWAYX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | AWAYX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | AWAYX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | AWAYX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | AWAYX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | AWAYX vs FGIAX |
Other Mutual Funds from AllianceBernstein
Most popular AllianceBernstein mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 15 | -12.84% | Oct 1, 1996 | AWAYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 15 | -12.78% | Jan 10, 1996 | AWAYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 15 | -12.76% | Jul 1, 2015 | AWAYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 12 | -12.87% | Sep 4, 1990 | AWAYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 43 | -0.64% | Aug 31, 2010 | AWAYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 81 | -1.79% | Feb 25, 1994 | AWAYX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 42 | -1.08% | Aug 28, 1987 | AWAYX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 18 | -7.77% | Feb 12, 1969 | AWAYX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 9 | -3.52% | Jul 28, 1993 | AWAYX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 6 | -10.89% | Feb 28, 1982 | AWAYX vs ALTFX |
Often Compared With AWAYX
What investors most often compare with AWAYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | AWAYX vs FDFIX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | AWAYX vs QQQ | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AWAYX vs VOO | |
| Vanguard Total World Stock ETF | Global Equities | 77 | -1.71% | Jun 24, 2008 | AWAYX vs VT | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | AWAYX vs FMIEX |
Compare AWAYX with Any Fund or Stock
Compare AWAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.