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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$20.97
Change+$1.65 (+8.54%)
VolumeN/A
Net Assets730.8M
American Funds Capital World Gr&Inc R3
Price$60.21
Change+$3.87 (+6.87%)
VolumeN/A
Net Assets109.46B
ATWYX vs RWICX Comparison Chart
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ATWYX vs. RWICX commentary
Apr 11, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 109B vs. ATWYX (731M). RWICX pays higher dividends than ATWYX: RWICX (1.35) vs ATWYX (1.26). ATWYX was incepted earlier than RWICX: ATWYX (22 years) vs RWICX (23 years). RWICX (1.06) and ATWYX (1.05) have similar cost to investors . RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than RWICX: ATWYX (0) vs RWICX (250). ATWYX annual gain was more profitable for investors over the last year : -7.38 vs. RWICX (-11.16). ATWYX return over 5 years is better than : 47.30 vs. RWICX (35.96).
| ATWYX | RWICX | ATWYX / RWICX | |
| Total Expense Ratio | 0.73 | 1.06 | 69% |
| Annual Report Gross Expense Ratio | 1.05 | 1.06 | 99% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -12.698 | -10.381 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 109B | 1% |
| Annual Yield % from dividends | 1.26 | 1.35 | 94% |
| Returns for 1 year | -7.38 | -11.16 | 66% |
| Returns for 3 years | 2.09 | 0.70 | 299% |
| Returns for 5 years | 47.30 | 35.96 | 132% |
| Returns for 10 years | 26.49 | 22.26 | 119% |
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