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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
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 R5
Price$71.70
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
ATWAX vs RWIFX Comparison Chart in %
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ATWAX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. ATWAX (908M). RWIFX pays higher dividends than ATWAX: RWIFX (1.72) vs ATWAX (0.90). 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 : 8.63 vs. RWIFX (7.22). ATWAX return over 5 years is better than : 58.16 vs. RWIFX (50.19).
| 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 | 10.082 | 13.419 | 75% |
| 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 | 1.72 | 52% |
| Returns for 1 year | 8.63 | 7.22 | 120% |
| Returns for 3 years | 47.49 | 53.08 | 89% |
| Returns for 5 years | 58.16 | 50.19 | 116% |
| Returns for 10 years | 56.56 | 59.38 | 95% |
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