ATWAX
Price
$22.96
Change
+$0.11 (+0.48%)
Updated
Jan 22 closing price
Net Assets
880.16M
RWICX
Price
$65.48
Change
+$0.21 (+0.32%)
Updated
Jan 22 closing price
Net Assets
128.53B
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ATWAX vs RWICX

Header iconATWAX vs RWICX Comparison
Open Charts ATWAX vs RWICXBanner chart's image
AB Tax-Managed Wealth Apprec Strat A
Price$22.96
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets880.16M
American Funds Capital World Gr&Inc R3
Price$65.48
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
ATWAX vs RWICX Comparison Chart
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ATWAX vs. RWICX commentary
Jan 23, 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 Hold and RWICX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 129B vs. ATWAX (880M). 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 : 20.92 vs. RWICX (11.48). ATWAX return over 5 years is better than : 42.27 vs. RWICX (30.24).
ATWAXRWICXATWAX / RWICX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years23 years-
Gain YTD4.2693.920109%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets880M129B1%
Annual Yield % from dividends0.871.4361%
Returns for 1 year20.9211.48182%
Returns for 3 years19.2213.11147%
Returns for 5 years42.2730.24140%
Returns for 10 years56.4546.76121%
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