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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$20.25
Change-$0.61 (-2.92%)
VolumeN/A
Net Assets793.28M
American Funds Capital World Gr&Inc R5
Price$59.76
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
ATWAX vs RWIFX Comparison Chart
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ATWAX vs. RWIFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. ATWAX (793M). RWIFX pays higher dividends than ATWAX: RWIFX (1.93) vs ATWAX (1.01). 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 : 1.30 vs. RWIFX (-3.76). ATWAX return over 5 years is better than : 58.39 vs. RWIFX (48.33).
| 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 | -5.268 | -4.061 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 117B | 1% |
| Annual Yield % from dividends | 1.01 | 1.93 | 53% |
| Returns for 1 year | 1.30 | -3.76 | -35% |
| Returns for 3 years | 11.73 | 10.67 | 110% |
| Returns for 5 years | 58.39 | 48.33 | 121% |
| Returns for 10 years | 35.79 | 33.92 | 106% |
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