Interact to see
Advertisement
Advertisement
ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$24.30
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets908.26M
American Funds Capital World Gr&Inc R4
Price$71.16
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
ATWAX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWIEX commentary
Jul 18, 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: 135B vs. ATWAX (908M). RWIEX pays higher dividends than ATWAX: RWIEX (1.46) vs ATWAX (0.90). 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 : 8.63 vs. RWIEX (6.87). ATWAX return over 5 years is better than : 58.16 vs. RWIEX (48.57).
| 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 | 10.082 | 13.231 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 135B | 1% |
| Annual Yield % from dividends | 0.90 | 1.46 | 62% |
| Returns for 1 year | 8.63 | 6.87 | 126% |
| Returns for 3 years | 47.49 | 51.87 | 92% |
| Returns for 5 years | 58.16 | 48.57 | 120% |
| Returns for 10 years | 56.56 | 57.59 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement