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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
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 R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
ATWCX vs RWIEX Comparison Chart
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ATWCX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. ATWCX (828M). RWIEX pays higher dividends than ATWCX: RWIEX (1.63) 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 : 3.92 vs. RWIEX (0.23). ATWCX return over 5 years is better than : 78.18 vs. RWIEX (68.33).
| 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 | -1.362 | 0.869 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.63 | - |
| Returns for 1 year | 3.92 | 0.23 | 1,716% |
| Returns for 3 years | 10.31 | 11.51 | 90% |
| Returns for 5 years | 78.18 | 68.33 | 114% |
| Returns for 10 years | 37.06 | 41.09 | 90% |
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