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ATWCX vs RWIHX
ATWCX vs RWIHX Comparison
Open Charts ATWCX vs RWIHX
AB Tax-Managed Wealth Apprec Strat C
Price$22.45
Change-$0.27 (-1.19%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5E
Price$67.09
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
ATWCX vs RWIHX Comparison Chart
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ATWCX vs. RWIHX commentary
Nov 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 Buy and RWIHX is a Sell.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. ATWCX (858M). RWIHX pays higher dividends than ATWCX: RWIHX (1.86) vs ATWCX (0.00). ATWCX was incepted earlier than RWIHX: ATWCX (21 years) vs RWIHX (9 years). RWIHX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (13.00). RWIHX has a lower initial minimum investment than ATWCX: RWIHX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 25.21 vs. RWIHX (19.34). RWIHX (39.56) and ATWCX (37.90) have equivalent 5 years return.
| ATWCX | RWIHX | ATWCX / RWIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 18.345 | 13.299 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 125B | 1% |
| Annual Yield % from dividends | 0.00 | 1.86 | - |
| Returns for 1 year | 25.21 | 19.34 | 130% |
| Returns for 3 years | 2.75 | 3.63 | 76% |
| Returns for 5 years | 37.90 | 39.56 | 96% |
| Returns for 10 years | 44.26 | N/A | - |
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