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ATWAX vs RWICX
ATWAX vs RWICX Comparison
Open Charts ATWAX vs RWICX
AB Tax-Managed Wealth Apprec Strat A
Price$24.83
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc R3
Price$70.91
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
ATWAX vs RWICX Comparison Chart in %
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ATWAX vs. RWICX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 135B vs. ATWAX (927M). RWICX pays higher dividends than ATWAX: RWICX (1.21) vs ATWAX (0.88). 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 : 21.76 vs. RWICX (16.03). ATWAX return over 5 years is better than : 56.99 vs. RWICX (44.68).
| 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 | 12.716 | 13.289 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 135B | 1% |
| Annual Yield % from dividends | 0.88 | 1.21 | 73% |
| Returns for 1 year | 21.76 | 16.03 | 136% |
| Returns for 3 years | 41.72 | 41.60 | 100% |
| Returns for 5 years | 56.99 | 44.68 | 128% |
| Returns for 10 years | 62.45 | 56.99 | 110% |
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