Interact to see
Advertisement
Advertisement
ATWAX vs RWICX
ATWAX vs RWICX Comparison
Open Charts ATWAX vs RWICX
AB Tax-Managed Wealth Apprec Strat A
Price$23.41
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc R3
Price$68.46
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
ATWAX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWICX commentary
Jun 07, 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: 131B vs. ATWAX (876M). RWICX pays higher dividends than ATWAX: RWICX (1.26) vs ATWAX (0.95). 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 : 8.64 vs. RWICX (6.00). ATWAX return over 5 years is better than : 53.76 vs. RWICX (44.37).
| 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 | 5.404 | 8.899 | 61% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 0.95 | 1.26 | 76% |
| Returns for 1 year | 8.64 | 6.00 | 144% |
| Returns for 3 years | 29.13 | 28.12 | 104% |
| Returns for 5 years | 53.76 | 44.37 | 121% |
| Returns for 10 years | 52.47 | 51.42 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement