Interact to see
Advertisement
Advertisement
ATWAX vs RWIGX
ATWAX vs RWIGX Comparison
Open Charts ATWAX vs RWIGX
AB Tax-Managed Wealth Apprec Strat A
Price$25.56
Change-$0.25 (-0.97%)
VolumeN/A
Net Assets954.55M
American Funds Capital World Gr&Inc R6
Price$74.75
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
ATWAX vs RWIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWIGX commentary
Nov 19, 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 RWIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 140B vs. ATWAX (955M). RWIGX pays higher dividends than ATWAX: RWIGX (1.65) vs ATWAX (0.83). ATWAX was incepted earlier than RWIGX: ATWAX (22 years) vs RWIGX (17 years). ATWAX (1.30) is less costly to investors than RWIGX (0.41). RWIGX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). RWIGX has a lower initial minimum investment than ATWAX: RWIGX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 14.59 vs. RWIGX (12.55). ATWAX return over 5 years is better than : 51.83 vs. RWIGX (43.42).
| ATWAX | RWIGX | ATWAX / RWIGX | |
| Total Expense Ratio | 0.98 | 0.41 | 239% |
| Annual Report Gross Expense Ratio | 1.30 | 0.41 | 317% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 17.212 | 19.218 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 140B | 1% |
| Annual Yield % from dividends | 0.83 | 1.65 | 50% |
| Returns for 1 year | 14.59 | 12.55 | 116% |
| Returns for 3 years | 53.30 | 52.11 | 102% |
| Returns for 5 years | 51.83 | 43.42 | 119% |
| Returns for 10 years | 73.78 | 76.29 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement