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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
AB Tax-Managed Wealth Apprec Strat C
Price$22.61
Change-$0.14 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$65.25
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
ATWCX vs RWIEX Comparison Chart
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ATWCX vs. RWIEX commentary
Dec 18, 2024
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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 130B vs. ATWCX (858M). RWIEX pays higher dividends than ATWCX: RWIEX (1.68) vs ATWCX (0.00). ATWCX was incepted earlier than RWIEX: ATWCX (21 years) vs RWIEX (22 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 : 20.91 vs. RWIEX (12.05). ATWCX return over 5 years is better than : 39.05 vs. RWIEX (32.50).
| ATWCX | RWIEX | ATWCX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 19.188 | 10.464 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 130B | 1% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 20.91 | 12.05 | 173% |
| Returns for 3 years | 12.10 | 9.96 | 121% |
| Returns for 5 years | 39.05 | 32.50 | 120% |
| Returns for 10 years | 47.78 | 47.77 | 100% |
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