ATWCX
Price
$20.76
Change
-$0.96 (-4.42%)
Updated
Apr 3 closing price
Net Assets
828.49M
RWICX
Price
$61.15
Change
-$2.21 (-3.49%)
Updated
Apr 3 closing price
Net Assets
123.19B
Ad is loading...

ATWCX vs RWICX

Header iconATWCX vs RWICX Comparison
Open Charts ATWCX vs RWICXBanner chart's image
AB Tax-Managed Wealth Apprec Strat C
Price$20.76
Change-$0.96 (-4.42%)
VolumeN/A
Net Assets828.49M
American Funds Capital World Gr&Inc R3
Price$61.15
Change-$2.21 (-3.49%)
VolumeN/A
Net Assets123.19B
ATWCX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ATWCX vs. RWICX commentary
Apr 04, 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 Hold and RWICX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 123B vs. ATWCX (828M). RWICX pays higher dividends than ATWCX: RWICX (1.35) 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 : 3.92 vs. RWICX (-0.11). ATWCX return over 5 years is better than : 78.18 vs. RWICX (66.57).
ATWCXRWICXATWCX / RWICX
Total Expense Ratio1.741.06164%
Annual Report Gross Expense Ratio2.061.06194%
Fund Existence22 years23 years-
Gain YTD-1.3620.786-173%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets828M123B1%
Annual Yield % from dividends0.001.35-
Returns for 1 year3.92-0.11-3,618%
Returns for 3 years10.3110.7296%
Returns for 5 years78.1866.57117%
Returns for 10 years37.0639.5594%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CWMEX61.17N/A
N/A
American Funds Washington Mutual 529E
ANOAX18.56N/A
N/A
American Century Small Cap Growth A
PGTAX61.24N/A
N/A
Putnam Global Technology A
BRWRX21.64N/A
N/A
MFS Blended Research Growth Eq R1
QSERX16.21N/A
N/A
AQR Small Cap Multi-Style R6