ATWAX
Price
$25.34
Change
+$0.09 (+0.36%)
Updated
Aug 28 closing price
Net Assets
937.76M
RWIFX
Price
$73.25
Change
+$0.35 (+0.48%)
Updated
Aug 28 closing price
Net Assets
136.73B
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ATWAX vs RWIFX

Header iconATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFXBanner chart's image
AB Tax-Managed Wealth Apprec Strat A
Price$25.34
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets937.76M
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
ATWAX vs RWIFX Comparison Chart in %
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ATWAX vs. RWIFX commentary
Aug 29, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. ATWAX (938M). RWIFX pays higher dividends than ATWAX: RWIFX (1.72) vs ATWAX (0.88). 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 : 14.89 vs. RWIFX (10.96). ATWAX return over 5 years is better than : 54.51 vs. RWIFX (45.83).
ATWAXRWIFXATWAX / RWIFX
Total Expense Ratio0.980.46213%
Annual Report Gross Expense Ratio1.300.46283%
Fund Existence22 years23 years-
Gain YTD14.66816.34290%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets938M137B1%
Annual Yield % from dividends0.881.7251%
Returns for 1 year14.8910.96136%
Returns for 3 years47.9950.7195%
Returns for 5 years54.5145.83119%
Returns for 10 years76.7476.64100%
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