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ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$25.34
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets937.76M
American Funds Capital World Gr&Inc R4
Price$72.98
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
ATWAX vs RWIEX Comparison Chart in %
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ATWAX vs. RWIEX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. ATWAX (938M). RWIEX pays higher dividends than ATWAX: RWIEX (1.46) vs ATWAX (0.88). 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 : 14.89 vs. RWIEX (10.64). ATWAX return over 5 years is better than : 54.51 vs. RWIEX (44.28).
| 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 | 14.668 | 16.127 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 137B | 1% |
| Annual Yield % from dividends | 0.88 | 1.46 | 61% |
| Returns for 1 year | 14.89 | 10.64 | 140% |
| Returns for 3 years | 47.99 | 49.55 | 97% |
| Returns for 5 years | 54.51 | 44.28 | 123% |
| Returns for 10 years | 76.74 | 74.70 | 103% |
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