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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.95
Change-$0.37 (-1.59%)
VolumeN/A
Net Assets872.87M
American Funds Capital World Gr&Inc R3
Price$65.70
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
ATWYX vs RWICX Comparison Chart
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ATWYX vs. RWICX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 128B vs. ATWYX (873M). RWICX pays higher dividends than ATWYX: RWICX (1.43) vs ATWYX (1.08). ATWYX was incepted earlier than RWICX: ATWYX (21 years) vs RWICX (23 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). 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 : 13.51 vs. RWICX (6.73). ATWYX return over 5 years is better than : 43.14 vs. RWICX (31.40).
| ATWYX | RWICX | ATWYX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.705 | 4.269 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 128B | 1% |
| Annual Yield % from dividends | 1.08 | 1.43 | 75% |
| Returns for 1 year | 13.51 | 6.73 | 201% |
| Returns for 3 years | 21.71 | 15.82 | 137% |
| Returns for 5 years | 43.14 | 31.40 | 137% |
| Returns for 10 years | 52.08 | 43.13 | 121% |
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