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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.65
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets868.14M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
ATWYX vs RWIEX Comparison Chart
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ATWYX vs. RWIEX commentary
Jan 19, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. ATWYX (868M). RWIEX pays higher dividends than ATWYX: RWIEX (1.68) vs ATWYX (1.08). ATWYX was incepted earlier than RWIEX: ATWYX (21 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). ATWYX has a lower initial minimum investment than RWIEX: ATWYX (0) vs RWIEX (250). ATWYX annual gain was more profitable for investors over the last year : 20.70 vs. RWIEX (10.94). ATWYX return over 5 years is better than : 39.02 vs. RWIEX (27.76).
| ATWYX | RWIEX | ATWYX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.350 | 2.068 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 127B | 1% |
| Annual Yield % from dividends | 1.08 | 1.68 | 64% |
| Returns for 1 year | 20.70 | 10.94 | 189% |
| Returns for 3 years | 14.21 | 8.62 | 165% |
| Returns for 5 years | 39.02 | 27.76 | 141% |
| Returns for 10 years | 57.94 | 47.94 | 121% |
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