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 a closer substitute for your current allocation.
Cheapest Alternatives to AWAYX
AWAYX charges 0.40% annually. There are 20 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | AWAYX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | AWAYX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | AWAYX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | AWAYX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | AWAYX vs UCEQX |
Best Risk-Adjusted Alternatives to AWAYX
AWAYX has a PortfoliosLab risk / return rank of 60. There are 75 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | AWAYX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | AWAYX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | AWAYX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | AWAYX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | AWAYX vs FMIEX |
Top Performing AWAYX Alternatives (YTD)
AWAYX is at 12.66% YTD. There are 75 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | AWAYX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | AWAYX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | AWAYX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | AWAYX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | AWAYX vs PGVFX |
Lowest Volatility Alternatives to AWAYX
AWAYX has 14.00% 1-year volatility. There are 115 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | AWAYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | AWAYX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | AWAYX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | AWAYX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | AWAYX vs SGMAX |
Lowest Drawdown Alternatives to AWAYX
AWAYX has a 1-year max drawdown of -9.67%. There are 69 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | AWAYX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AWAYX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | AWAYX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | AWAYX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | AWAYX vs CSUAX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.57% | — | Oct 1996 | AWAYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 11 | 4.70% | — | Jan 1996 | AWAYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 11 | 4.75% | — | Jul 2015 | AWAYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 11 | 6.23% | — | Sep 1990 | AWAYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 85 | 2.36% | — | Aug 2010 | AWAYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 74 | 2.18% | — | Feb 1994 | AWAYX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 3.52% | — | Feb 1982 | AWAYX vs ALTFX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 31 | 19.62% | — | Feb 1969 | AWAYX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.24% | — | Aug 1987 | AWAYX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 2 | -1.22% | — | Jul 1993 | AWAYX vs AWF |
Often Compared With AWAYX
Investors most often compare AWAYX with QQQ, FDFIX, VOO. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AWAYX with Any Fund or Stock
Compare AWAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWAYX with funds that move differently
AB Wealth Appreciation Strategy alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWAYX.
Explore AWAYX Diversifiers