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$24.83
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc R6
Price$71.55
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
ATWAX vs RWIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWIGX 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 RWIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 135B vs. ATWAX (927M). 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 : 21.76 vs. RWIGX (16.82). ATWAX return over 5 years is better than : 56.99 vs. RWIGX (48.11).
| 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 | 12.716 | 13.722 | 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 | 1.77 | 50% |
| Returns for 1 year | 21.76 | 16.82 | 129% |
| Returns for 3 years | 41.72 | 44.02 | 95% |
| Returns for 5 years | 56.99 | 48.11 | 118% |
| Returns for 10 years | 62.45 | 60.88 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement