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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets935.43M
American Funds Capital World Gr&Inc R3
Price$73.59
Change+$0.47 (+0.64%)
VolumeN/A
Net Assets136.84B
ATWYX vs RWICX Comparison Chart in %
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ATWYX vs. RWICX commentary
Nov 22, 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 Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. ATWYX (935M). RWICX pays higher dividends than ATWYX: RWICX (1.11) vs ATWYX (1.03). 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 : 11.63 vs. RWICX (10.64). ATWYX return over 5 years is better than : 50.51 vs. RWICX (39.14).
| 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 | 15.047 | 17.791 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 1.03 | 1.11 | 93% |
| Returns for 1 year | 11.63 | 10.64 | 109% |
| Returns for 3 years | 49.66 | 47.54 | 104% |
| Returns for 5 years | 50.51 | 39.14 | 129% |
| Returns for 10 years | 73.23 | 71.42 | 103% |
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