Interact to see
Advertisement
Advertisement
ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$24.83
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
ATWAX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWIFX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. ATWAX (927M). RWIFX pays higher dividends than ATWAX: RWIFX (1.72) vs ATWAX (0.88). 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 : 21.76 vs. RWIFX (16.76). ATWAX return over 5 years is better than : 56.99 vs. RWIFX (47.88).
| 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 | 12.716 | 13.689 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 135B | 1% |
| Annual Yield % from dividends | 0.88 | 1.72 | 51% |
| Returns for 1 year | 21.76 | 16.76 | 130% |
| Returns for 3 years | 41.72 | 43.84 | 95% |
| Returns for 5 years | 56.99 | 47.88 | 119% |
| Returns for 10 years | 62.45 | 60.63 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement