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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$23.54
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc R3
Price$68.46
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
ATWYX vs RWICX Comparison Chart
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ATWYX vs. RWICX 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 ATWYX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 131B vs. ATWYX (876M). RWICX pays higher dividends than ATWYX: RWICX (1.26) vs ATWYX (1.19). 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 : 8.90 vs. RWICX (6.00). ATWYX return over 5 years is better than : 55.14 vs. RWICX (44.37).
| 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 | 5.468 | 8.899 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | 8.90 | 6.00 | 148% |
| Returns for 3 years | 29.75 | 28.12 | 106% |
| Returns for 5 years | 55.14 | 44.37 | 124% |
| Returns for 10 years | 54.85 | 51.42 | 107% |
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