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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$26.11
Change-$0.16 (-0.61%)
VolumeN/A
Net Assets974.47M
American Funds Capital World Gr&Inc R5
Price$75.87
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
ATWAX vs RWIFX Comparison Chart in %
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ATWAX vs. RWIFX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ATWAX (974M). RWIFX pays higher dividends than ATWAX: RWIFX (1.64) vs ATWAX (0.84). 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 : 17.67 vs. RWIFX (12.58). ATWAX return over 5 years is better than : 61.23 vs. RWIFX (53.80).
| 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 | 19.301 | 20.903 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 142B | 1% |
| Annual Yield % from dividends | 0.84 | 1.64 | 51% |
| Returns for 1 year | 17.67 | 12.58 | 140% |
| Returns for 3 years | 69.13 | 70.62 | 98% |
| Returns for 5 years | 61.23 | 53.80 | 114% |
| Returns for 10 years | 80.25 | 80.85 | 99% |
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