ATWAX
Price
$24.30
Change
+$0.06 (+0.25%)
Updated
Jul 16 closing price
Net Assets
908.26M
RWICX
Price
$70.76
Change
+$0.20 (+0.28%)
Updated
Jul 16 closing price
Net Assets
135.04B
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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$24.30
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets908.26M
American Funds Capital World Gr&Inc R3
Price$70.76
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
ATWAX vs RWICX Comparison Chart in %
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ATWAX vs. RWICX commentary
Jul 18, 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.

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FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 135B vs. ATWAX (908M). RWICX pays higher dividends than ATWAX: RWICX (1.21) vs ATWAX (0.90). 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 : 8.63 vs. RWICX (6.53). ATWAX return over 5 years is better than : 58.16 vs. RWICX (46.94).
ATWAXRWICXATWAX / RWICX
Total Expense Ratio0.981.0692%
Annual Report Gross Expense Ratio1.301.06123%
Fund Existence22 years23 years-
Gain YTD10.08213.04977%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets908M135B1%
Annual Yield % from dividends0.901.2175%
Returns for 1 year8.636.53132%
Returns for 3 years47.4950.6994%
Returns for 5 years58.1646.94124%
Returns for 10 years56.5655.74101%
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