Ad is loading...
ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$22.26
Change+$0.15 (+0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$64.28
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
ATWAX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWIFX commentary
Dec 24, 2024
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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. ATWAX (854M). RWIFX pays higher dividends than ATWAX: RWIFX (1.94) vs ATWAX (0.87). ATWAX was incepted earlier than RWIFX: ATWAX (21 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (13.00). 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 : 19.04 vs. RWIFX (9.83). ATWAX return over 5 years is better than : 39.86 vs. RWIFX (30.94).
| ATWAX | RWIFX | ATWAX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 18.224 | 9.010 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 125B | 1% |
| Annual Yield % from dividends | 0.87 | 1.94 | 45% |
| Returns for 1 year | 19.04 | 9.83 | 194% |
| Returns for 3 years | 9.51 | 6.29 | 151% |
| Returns for 5 years | 39.86 | 30.94 | 129% |
| Returns for 10 years | 50.35 | 46.25 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DGRE | 25.53 | 0.20 | +0.77% |
| WisdomTree Emerging Mkts Qual Div Gr ETF | |||
| WLTG | 29.89 | 0.20 | +0.68% |
| WealthTrust DBS Long Term Growth ETF | |||
| FXO | 54.18 | 0.19 | +0.35% |
| First Trust Financials AlphaDEX® ETF | |||
| EMTY | 12.78 | 0.03 | +0.27% |
| ProShares Decline of the Retl Store ETF | |||
| JPME | 103.46 | 0.14 | +0.13% |
| JPMorgan Divers Ret US Mid Cp Eq ETF | |||