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ATWCX vs RWBEX
ATWCX vs RWBEX Comparison
Open Charts ATWCX vs RWBEX
AB Tax-Managed Wealth Apprec Strat C
Price$22.45
Change-$0.27 (-1.19%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
ATWCX vs RWBEX Comparison Chart
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ATWCX vs. RWBEX commentary
Nov 18, 2024
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 ATWCX is a Buy and RWBEX is a Sell.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. ATWCX (858M). RWBEX pays higher dividends than ATWCX: RWBEX (1.28) vs ATWCX (0.00). ATWCX was incepted earlier than RWBEX: ATWCX (21 years) vs RWBEX (10 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (13.00). RWBEX has a lower initial minimum investment than ATWCX: RWBEX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 25.21 vs. RWBEX (18.55). ATWCX (37.90) and RWBEX (37.10) have equivalent 5 years return.
| ATWCX | RWBEX | ATWCX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 18.345 | 12.641 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 125B | 1% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 25.21 | 18.55 | 136% |
| Returns for 3 years | 2.75 | 2.29 | 120% |
| Returns for 5 years | 37.90 | 37.10 | 102% |
| Returns for 10 years | 44.26 | 47.08 | 94% |