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ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$20.25
Change-$0.61 (-2.92%)
VolumeN/A
Net Assets793.28M
American Funds Capital World Gr&Inc R4
Price$59.56
Change-$0.99 (-1.64%)
VolumeN/A
Net Assets116.98B
ATWAX vs RWIEX Comparison Chart
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ATWAX vs. RWIEX commentary
Apr 11, 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: 117B vs. ATWAX (793M). RWIEX pays higher dividends than ATWAX: RWIEX (1.63) vs ATWAX (1.01). 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 : 1.30 vs. RWIEX (-4.04). ATWAX return over 5 years is better than : 58.39 vs. RWIEX (46.83).
| 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 | -5.268 | -4.134 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 117B | 1% |
| Annual Yield % from dividends | 1.01 | 1.63 | 62% |
| Returns for 1 year | 1.30 | -4.04 | -32% |
| Returns for 3 years | 11.73 | 9.90 | 118% |
| Returns for 5 years | 58.39 | 46.83 | 125% |
| Returns for 10 years | 35.79 | 32.51 | 110% |
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