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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.97
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc R3
Price$70.74
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
ATWYX vs RWICX Comparison Chart in %
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ATWYX vs. RWICX commentary
Aug 08, 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: 135B vs. ATWYX (927M). RWICX pays higher dividends than ATWYX: RWICX (1.21) vs ATWYX (1.10). 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 : 20.86 vs. RWICX (15.39). ATWYX return over 5 years is better than : 57.51 vs. RWICX (44.33).
| 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 | 12.201 | 13.017 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 135B | 1% |
| Annual Yield % from dividends | 1.10 | 1.21 | 91% |
| Returns for 1 year | 20.86 | 15.39 | 136% |
| Returns for 3 years | 41.73 | 41.78 | 100% |
| Returns for 5 years | 57.51 | 44.33 | 130% |
| Returns for 10 years | 65.94 | 58.14 | 113% |
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