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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
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 R4
Price$71.69
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets136.03B
ATWCX vs RWIEX Comparison Chart in %
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ATWCX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. ATWCX (931M). RWIEX pays higher dividends than ATWCX: RWIEX (1.46) vs ATWCX (0.00). ATWCX was incepted earlier than RWIEX: ATWCX (22 years) vs RWIEX (23 years). ATWCX (2.06) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). RWIEX has a lower initial minimum investment than ATWCX: RWIEX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 18.79 vs. RWIEX (14.36). ATWCX return over 5 years is better than : 53.90 vs. RWIEX (47.04).
| ATWCX | RWIEX | ATWCX / RWIEX | |
| Total Expense Ratio | 1.74 | 0.76 | 229% |
| Annual Report Gross Expense Ratio | 2.06 | 0.76 | 271% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 12.807 | 14.074 | 91% |
| 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 | 1.46 | - |
| Returns for 1 year | 18.79 | 14.36 | 131% |
| Returns for 3 years | 40.98 | 44.25 | 93% |
| Returns for 5 years | 53.90 | 47.04 | 115% |
| Returns for 10 years | 58.61 | 61.25 | 96% |
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