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ATWAX vs RWIGX
ATWAX vs RWIGX Comparison
Open Charts ATWAX vs RWIGX
AB Tax-Managed Wealth Apprec Strat A
Price$23.41
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc R6
Price$69.10
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
ATWAX vs RWIGX Comparison Chart
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ATWAX vs. RWIGX commentary
Jun 07, 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: 131B vs. ATWAX (876M). RWIGX pays higher dividends than ATWAX: RWIGX (1.85) vs ATWAX (0.95). 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 : 8.64 vs. RWIGX (6.72). ATWAX return over 5 years is better than : 53.76 vs. RWIGX (47.58).
| 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 | 5.404 | 9.190 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 0.95 | 1.85 | 52% |
| Returns for 1 year | 8.64 | 6.72 | 128% |
| Returns for 3 years | 29.13 | 30.06 | 97% |
| Returns for 5 years | 53.76 | 47.58 | 113% |
| Returns for 10 years | 52.47 | 54.92 | 96% |
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