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ATWYX vs RWIBX
ATWYX vs RWIBX Comparison
Open Charts ATWYX vs RWIBX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.09
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets826.68M
American Funds Capital World Gr&Inc R2
Price$63.96
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
ATWYX vs RWIBX Comparison Chart
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ATWYX vs. RWIBX commentary
May 09, 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 ATWYX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 124B vs. ATWYX (827M). ATWYX pays higher dividends than RWIBX: ATWYX (1.26) vs RWIBX (0.91). ATWYX was incepted earlier than RWIBX: ATWYX (22 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than ATWYX (1.05). RWIBX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than RWIBX: ATWYX (0) vs RWIBX (250). ATWYX annual gain was more profitable for investors over the last year : 5.47 vs. RWIBX (1.43). ATWYX return over 5 years is better than : 59.19 vs. RWIBX (46.85).
| ATWYX | RWIBX | ATWYX / RWIBX | |
| Total Expense Ratio | 0.73 | 1.51 | 48% |
| Annual Report Gross Expense Ratio | 1.05 | 1.51 | 70% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -0.678 | 2.376 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 124B | 1% |
| Annual Yield % from dividends | 1.26 | 0.91 | 139% |
| Returns for 1 year | 5.47 | 1.43 | 383% |
| Returns for 3 years | 29.88 | 28.48 | 105% |
| Returns for 5 years | 59.19 | 46.85 | 126% |
| Returns for 10 years | 43.73 | 37.12 | 118% |
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