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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
AB Tax-Managed Wealth Apprec Strat C
Price$22.80
Change-$0.38 (-1.64%)
VolumeN/A
Net Assets872.87M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
ATWCX vs RWIEX Comparison Chart
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ATWCX vs. RWIEX commentary
Feb 23, 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: 128B vs. ATWCX (873M). RWIEX pays higher dividends than ATWCX: RWIEX (1.68) vs ATWCX (0.00). ATWCX was incepted earlier than RWIEX: ATWCX (21 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (13.00). 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 : 12.32 vs. RWIEX (7.09). ATWCX return over 5 years is better than : 38.35 vs. RWIEX (32.66).
| ATWCX | RWIEX | ATWCX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.542 | 4.325 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 12.32 | 7.09 | 174% |
| Returns for 3 years | 19.18 | 16.55 | 116% |
| Returns for 5 years | 38.35 | 32.66 | 117% |
| Returns for 10 years | 43.79 | 44.62 | 98% |
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