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ATWAX vs RWICX
ATWAX vs RWICX Comparison
Open Charts ATWAX vs RWICX
AB Tax-Managed Wealth Apprec Strat A
Price$21.95
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets830.68M
American Funds Capital World Gr&Inc R3
Price$64.58
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
ATWAX vs RWICX Comparison Chart
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ATWAX vs. RWICX commentary
May 10, 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 ATWAX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 125B vs. ATWAX (831M). RWICX pays higher dividends than ATWAX: RWICX (1.34) vs ATWAX (1.02). ATWAX was incepted earlier than RWICX: ATWAX (22 years) vs RWICX (23 years). ATWAX (1.30) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). RWICX has a lower initial minimum investment than ATWAX: RWICX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 5.18 vs. RWICX (1.86). ATWAX return over 5 years is better than : 58.66 vs. RWICX (49.43).
| ATWAX | RWICX | ATWAX / RWICX | |
| Total Expense Ratio | 0.98 | 1.06 | 92% |
| Annual Report Gross Expense Ratio | 1.30 | 1.06 | 123% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -0.227 | 2.727 | -8% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 125B | 1% |
| Annual Yield % from dividends | 1.02 | 1.34 | 76% |
| Returns for 1 year | 5.18 | 1.86 | 278% |
| Returns for 3 years | 29.28 | 29.49 | 99% |
| Returns for 5 years | 58.66 | 49.43 | 119% |
| Returns for 10 years | 42.59 | 40.26 | 106% |
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