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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.43
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets968.45M
American Funds Capital World Gr&Inc R3
Price$75.68
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
ATWYX vs RWICX Comparison Chart in %
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ATWYX vs. RWICX commentary
Oct 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. ATWYX (968M). RWICX pays higher dividends than ATWYX: RWICX (1.14) vs ATWYX (1.05). 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 : 16.75 vs. RWICX (12.41). ATWYX return over 5 years is better than : 60.08 vs. RWICX (50.13).
| 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 | 18.753 | 21.137 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 142B | 1% |
| Annual Yield % from dividends | 1.05 | 1.14 | 92% |
| Returns for 1 year | 16.75 | 12.41 | 135% |
| Returns for 3 years | 69.03 | 68.82 | 100% |
| Returns for 5 years | 60.08 | 50.13 | 120% |
| Returns for 10 years | 81.86 | 77.59 | 106% |
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