ATWAX
Price
$22.26
Change
+$0.15 (+0.68%)
Updated
Dec 23 closing price
RWICX
Price
$63.73
Change
+$0.59 (+0.93%)
Updated
Dec 23 closing price
Ad is loading...

ATWAX vs RWICX

Header iconATWAX vs RWICX Comparison
Open Charts ATWAX vs RWICXBanner chart's image
AB Tax-Managed Wealth Apprec Strat A
Price$22.26
Change+$0.15 (+0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R3
Price$63.73
Change+$0.59 (+0.93%)
VolumeN/A
CapitalizationN/A
ATWAX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ATWAX vs. RWICX commentary
Dec 24, 2024

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 StrongBuy and RWICX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 125B vs. ATWAX (854M). RWICX pays higher dividends than ATWAX: RWICX (1.43) vs ATWAX (0.87). ATWAX was incepted earlier than RWICX: ATWAX (21 years) vs RWICX (23 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (13.00). 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 : 19.04 vs. RWICX (9.13). ATWAX return over 5 years is better than : 39.86 vs. RWICX (28.54).
ATWAXRWICXATWAX / RWICX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years23 years-
Gain YTD18.2248.322219%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets854M125B1%
Annual Yield % from dividends0.871.4361%
Returns for 1 year19.049.13209%
Returns for 3 years9.514.97191%
Returns for 5 years39.8628.54140%
Returns for 10 years50.3543.33116%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DGRE25.530.20
+0.77%
WisdomTree Emerging Mkts Qual Div Gr ETF
WLTG29.890.20
+0.68%
WealthTrust DBS Long Term Growth ETF
FXO54.180.19
+0.35%
First Trust Financials AlphaDEX® ETF
EMTY12.780.03
+0.27%
ProShares Decline of the Retl Store ETF
JPME103.460.14
+0.13%
JPMorgan Divers Ret US Mid Cp Eq ETF