Ad is loading...
Ad is loading...
ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$23.00
Change+$0.08 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$68.22
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
ATWAX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWIFX commentary
Nov 23, 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 Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. ATWAX (869M). 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 : 26.67 vs. RWIFX (19.59). ATWAX (44.36) and RWIFX (42.45) have equivalent 5 years return.
| 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 | 20.989 | 15.018 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 126B | 1% |
| Annual Yield % from dividends | 0.87 | 1.94 | 45% |
| Returns for 1 year | 26.67 | 19.59 | 136% |
| Returns for 3 years | 7.17 | 7.02 | 102% |
| Returns for 5 years | 44.36 | 42.45 | 104% |
| Returns for 10 years | 51.58 | 51.94 | 99% |