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ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$25.56
Change-$0.25 (-0.97%)
VolumeN/A
Net Assets954.55M
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
ATWAX vs RWIEX Comparison Chart in %
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ATWAX vs. RWIEX commentary
Nov 20, 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. ATWAX (955M). RWIEX pays higher dividends than ATWAX: RWIEX (1.35) vs ATWAX (0.83). 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 : 14.59 vs. RWIEX (12.15). ATWAX return over 5 years is better than : 51.83 vs. RWIEX (41.53).
| 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 | 17.212 | 18.853 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 140B | 1% |
| Annual Yield % from dividends | 0.83 | 1.35 | 61% |
| Returns for 1 year | 14.59 | 12.15 | 120% |
| Returns for 3 years | 53.30 | 50.64 | 105% |
| Returns for 5 years | 51.83 | 41.53 | 125% |
| Returns for 10 years | 73.78 | 73.90 | 100% |
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