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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$22.96
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets880.16M
American Funds Capital World Gr&Inc R5
Price$66.07
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
ATWAX vs RWIFX Comparison Chart
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ATWAX vs. RWIFX commentary
Jan 23, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. ATWAX (880M). 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 : 20.92 vs. RWIFX (12.20). ATWAX return over 5 years is better than : 42.27 vs. RWIFX (32.66).
| 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 | 4.269 | 3.949 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 129B | 1% |
| Annual Yield % from dividends | 0.87 | 1.94 | 45% |
| Returns for 1 year | 20.92 | 12.20 | 172% |
| Returns for 3 years | 19.22 | 14.51 | 132% |
| Returns for 5 years | 42.27 | 32.66 | 129% |
| Returns for 10 years | 56.45 | 49.75 | 113% |
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