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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.95
Change-$0.37 (-1.59%)
VolumeN/A
Net Assets872.87M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
ATWYX vs RWIEX Comparison Chart
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ATWYX vs. RWIEX commentary
Feb 23, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. ATWYX (873M). 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 : 13.51 vs. RWIEX (7.09). ATWYX return over 5 years is better than : 43.14 vs. RWIEX (32.66).
| 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 | 3.705 | 4.325 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 128B | 1% |
| Annual Yield % from dividends | 1.08 | 1.68 | 64% |
| Returns for 1 year | 13.51 | 7.09 | 191% |
| Returns for 3 years | 21.71 | 16.55 | 131% |
| Returns for 5 years | 43.14 | 32.66 | 132% |
| Returns for 10 years | 52.08 | 44.62 | 117% |
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