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ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$21.95
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets830.68M
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
ATWAX vs RWIEX Comparison Chart
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ATWAX vs. RWIEX commentary
May 10, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. ATWAX (831M). RWIEX pays higher dividends than ATWAX: RWIEX (1.61) vs ATWAX (1.02). ATWAX was incepted earlier than RWIEX: ATWAX (22 years) vs RWIEX (23 years). ATWAX (1.30) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). RWIEX has a lower initial minimum investment than ATWAX: RWIEX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 5.18 vs. RWIEX (2.20). ATWAX return over 5 years is better than : 58.66 vs. RWIEX (50.99).
| ATWAX | RWIEX | ATWAX / RWIEX | |
| Total Expense Ratio | 0.98 | 0.76 | 129% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -0.227 | 2.832 | -8% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 125B | 1% |
| Annual Yield % from dividends | 1.02 | 1.61 | 63% |
| Returns for 1 year | 5.18 | 2.20 | 236% |
| Returns for 3 years | 29.28 | 30.44 | 96% |
| Returns for 5 years | 58.66 | 50.99 | 115% |
| Returns for 10 years | 42.59 | 41.81 | 102% |