ATWCX
Price
$21.19
Change
+$0.37 (+1.78%)
Updated
Apr 24 closing price
Net Assets
791.23M
RWIEX
Price
$61.94
Change
+$0.83 (+1.36%)
Updated
Apr 23 closing price
Net Assets
117.94B
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ATWCX vs RWIEX

Header iconATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEXBanner chart's image
AB Tax-Managed Wealth Apprec Strat C
Price$21.19
Change+$0.37 (+1.78%)
VolumeN/A
Net Assets791.23M
American Funds Capital World Gr&Inc R4
Price$61.94
Change+$0.83 (+1.36%)
VolumeN/A
Net Assets117.94B
ATWCX vs RWIEX Comparison Chart
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ATWCX vs. RWIEX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 118B vs. ATWCX (791M). 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 : 0.59 vs. RWIEX (-1.48). ATWCX return over 5 years is better than : 50.48 vs. RWIEX (46.71).
ATWCXRWIEXATWCX / RWIEX
Total Expense Ratio1.740.76229%
Annual Report Gross Expense Ratio2.060.76271%
Fund Existence22 years23 years-
Gain YTD-6.721-3.248207%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets791M118B1%
Annual Yield % from dividends0.001.63-
Returns for 1 year0.59-1.48-40%
Returns for 3 years11.8714.7980%
Returns for 5 years50.4846.71108%
Returns for 10 years27.3431.8786%
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