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ATWAX vs RWIGX
ATWAX vs RWIGX Comparison
Open Charts ATWAX vs RWIGX
AB Tax-Managed Wealth Apprec Strat A
Price$24.30
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets908.26M
American Funds Capital World Gr&Inc R6
Price$71.38
Change+$0.21 (+0.30%)
VolumeN/A
Net Assets135.04B
ATWAX vs RWIGX Comparison Chart in %
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ATWAX vs. RWIGX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 135B vs. ATWAX (908M). RWIGX pays higher dividends than ATWAX: RWIGX (1.77) vs ATWAX (0.90). 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 : 8.63 vs. RWIGX (7.26). ATWAX return over 5 years is better than : 58.16 vs. RWIGX (50.45).
| 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 | 10.082 | 13.452 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 135B | 1% |
| Annual Yield % from dividends | 0.90 | 1.77 | 51% |
| Returns for 1 year | 8.63 | 7.26 | 119% |
| Returns for 3 years | 47.49 | 53.28 | 89% |
| Returns for 5 years | 58.16 | 50.45 | 115% |
| Returns for 10 years | 56.56 | 59.63 | 95% |
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