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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$21.95
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets830.68M
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
ATWAX vs RWIFX Comparison Chart
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ATWAX vs. RWIFX commentary
May 10, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. ATWAX (831M). RWIFX pays higher dividends than ATWAX: RWIFX (1.91) vs ATWAX (1.02). ATWAX was incepted earlier than RWIFX: ATWAX (22 years) vs RWIFX (23 years). ATWAX (1.30) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). RWIFX has a lower initial minimum investment than ATWAX: RWIFX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 5.18 vs. RWIFX (2.53). ATWAX return over 5 years is better than : 58.66 vs. RWIFX (52.57).
| ATWAX | RWIFX | ATWAX / RWIFX | |
| Total Expense Ratio | 0.98 | 0.46 | 213% |
| Annual Report Gross Expense Ratio | 1.30 | 0.46 | 283% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -0.227 | 2.950 | -8% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 125B | 1% |
| Annual Yield % from dividends | 1.02 | 1.91 | 53% |
| Returns for 1 year | 5.18 | 2.53 | 205% |
| Returns for 3 years | 29.28 | 31.36 | 93% |
| Returns for 5 years | 58.66 | 52.57 | 112% |
| Returns for 10 years | 42.59 | 43.36 | 98% |
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