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ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$23.41
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
ATWAX vs RWIEX Comparison Chart
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ATWAX vs. RWIEX commentary
Jun 07, 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: 131B vs. ATWAX (876M). RWIEX pays higher dividends than ATWAX: RWIEX (1.53) vs ATWAX (0.95). 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 : 8.64 vs. RWIEX (6.35). ATWAX return over 5 years is better than : 53.76 vs. RWIEX (45.88).
| 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 | 5.404 | 9.038 | 60% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 0.95 | 1.53 | 63% |
| Returns for 1 year | 8.64 | 6.35 | 136% |
| Returns for 3 years | 29.13 | 29.04 | 100% |
| Returns for 5 years | 53.76 | 45.88 | 117% |
| Returns for 10 years | 52.47 | 53.09 | 99% |
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