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ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$23.00
Change+$0.08 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.98
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
ATWAX vs RWIEX Comparison Chart
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ATWAX vs. RWIEX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 126B vs. ATWAX (869M). RWIEX pays higher dividends than ATWAX: RWIEX (1.68) vs ATWAX (0.87). ATWAX was incepted earlier than RWIEX: ATWAX (21 years) vs RWIEX (22 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (13.00). 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 : 26.67 vs. RWIEX (19.23). ATWAX return over 5 years is better than : 44.36 vs. RWIEX (41.27).
| ATWAX | RWIEX | ATWAX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 20.989 | 14.707 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 126B | 1% |
| Annual Yield % from dividends | 0.87 | 1.68 | 52% |
| Returns for 1 year | 26.67 | 19.23 | 139% |
| Returns for 3 years | 7.17 | 6.37 | 112% |
| Returns for 5 years | 44.36 | 41.27 | 107% |
| Returns for 10 years | 51.58 | 50.48 | 102% |
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