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ATWAX vs RWIGX
ATWAX vs RWIGX Comparison
Open Charts ATWAX vs RWIGX
AB Tax-Managed Wealth Apprec Strat A
Price$25.34
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets937.76M
American Funds Capital World Gr&Inc R6
Price$73.23
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets136.73B
ATWAX vs RWIGX Comparison Chart in %
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ATWAX vs. RWIGX commentary
Aug 29, 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 RWIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 137B vs. ATWAX (938M). RWIGX pays higher dividends than ATWAX: RWIGX (1.77) vs ATWAX (0.88). ATWAX was incepted earlier than RWIGX: ATWAX (22 years) vs RWIGX (16 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 : 14.89 vs. RWIGX (11.03). ATWAX return over 5 years is better than : 54.51 vs. RWIGX (46.10).
| 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 | 16 years | - |
| Gain YTD | 14.668 | 16.392 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 137B | 1% |
| Annual Yield % from dividends | 0.88 | 1.77 | 50% |
| Returns for 1 year | 14.89 | 11.03 | 135% |
| Returns for 3 years | 47.99 | 50.92 | 94% |
| Returns for 5 years | 54.51 | 46.10 | 118% |
| Returns for 10 years | 76.74 | 76.95 | 100% |
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