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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.09
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets826.68M
American Funds Capital World Gr&Inc R3
Price$64.46
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
ATWYX vs RWICX Comparison Chart
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ATWYX vs. RWICX commentary
May 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: 124B vs. ATWYX (827M). RWICX pays higher dividends than ATWYX: RWICX (1.34) vs ATWYX (1.26). 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 : 5.47 vs. RWICX (1.93). ATWYX return over 5 years is better than : 59.19 vs. RWICX (49.16).
| 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 | -0.678 | 2.536 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 124B | 1% |
| Annual Yield % from dividends | 1.26 | 1.34 | 95% |
| Returns for 1 year | 5.47 | 1.93 | 284% |
| Returns for 3 years | 29.88 | 29.86 | 100% |
| Returns for 5 years | 59.19 | 49.16 | 120% |
| Returns for 10 years | 43.73 | 39.42 | 111% |
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