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ATWCX vs RWICX
ATWCX vs RWICX Comparison
Open Charts ATWCX vs RWICX
AB Tax-Managed Wealth Apprec Strat C
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets931.41M
American Funds Capital World Gr&Inc R3
Price$71.27
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
ATWCX vs RWICX Comparison Chart in %
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ATWCX vs. RWICX commentary
Aug 10, 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 ATWCX is a Buy and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. ATWCX (931M). RWICX pays higher dividends than ATWCX: RWICX (1.21) vs ATWCX (0.00). ATWCX was incepted earlier than RWICX: ATWCX (22 years) vs RWICX (23 years). ATWCX (2.06) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). RWICX has a lower initial minimum investment than ATWCX: RWICX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 18.79 vs. RWICX (13.98). ATWCX return over 5 years is better than : 53.90 vs. RWICX (45.41).
| ATWCX | RWICX | ATWCX / RWICX | |
| Total Expense Ratio | 1.74 | 1.06 | 164% |
| Annual Report Gross Expense Ratio | 2.06 | 1.06 | 194% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 12.807 | 13.864 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 18.79 | 13.98 | 134% |
| Returns for 3 years | 40.98 | 43.12 | 95% |
| Returns for 5 years | 53.90 | 45.41 | 119% |
| Returns for 10 years | 58.61 | 59.36 | 99% |
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