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ATWCX vs RWIGX
ATWCX vs RWIGX Comparison
Open Charts ATWCX vs RWIGX
AB Tax-Managed Wealth Apprec Strat C
Price$23.13
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc R6
Price$68.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
ATWCX vs RWIGX Comparison Chart
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ATWCX vs. RWIGX commentary
Jun 07, 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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 131B vs. ATWCX (876M). RWIGX pays higher dividends than ATWCX: RWIGX (1.85) vs ATWCX (0.00). ATWCX was incepted earlier than RWIGX: ATWCX (22 years) vs RWIGX (16 years). ATWCX (2.06) is less costly to investors than RWIGX (0.41). RWIGX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). RWIGX has a lower initial minimum investment than ATWCX: RWIGX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 7.92 vs. RWIGX (6.53). ATWCX return over 5 years is better than : 50.10 vs. RWIGX (47.07).
| ATWCX | RWIGX | ATWCX / RWIGX | |
| Total Expense Ratio | 1.74 | 0.41 | 424% |
| Annual Report Gross Expense Ratio | 2.06 | 0.41 | 502% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 5.177 | 8.811 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.85 | - |
| Returns for 1 year | 7.92 | 6.53 | 121% |
| Returns for 3 years | 28.17 | 30.55 | 92% |
| Returns for 5 years | 50.10 | 47.07 | 106% |
| Returns for 10 years | 46.60 | 54.14 | 86% |
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