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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$20.97
Change+$1.65 (+8.54%)
VolumeN/A
Net Assets730.8M
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
ATWYX vs RWIEX Comparison Chart
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ATWYX vs. RWIEX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 109B vs. ATWYX (731M). RWIEX pays higher dividends than ATWYX: RWIEX (1.63) vs ATWYX (1.26). ATWYX was incepted earlier than RWIEX: ATWYX (22 years) vs RWIEX (23 years). ATWYX (1.05) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). 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 : -7.38 vs. RWIEX (-10.88). ATWYX return over 5 years is better than : 47.30 vs. RWIEX (37.38).
| ATWYX | RWIEX | ATWYX / RWIEX | |
| Total Expense Ratio | 0.73 | 0.76 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 0.76 | 138% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -12.698 | -10.309 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 109B | 1% |
| Annual Yield % from dividends | 1.26 | 1.63 | 77% |
| Returns for 1 year | -7.38 | -10.88 | 68% |
| Returns for 3 years | 2.09 | 1.43 | 146% |
| Returns for 5 years | 47.30 | 37.38 | 127% |
| Returns for 10 years | 26.49 | 23.61 | 112% |
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