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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.43
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets968.45M
American Funds Capital World Gr&Inc R4
Price$76.10
Change+$0.48 (+0.63%)
VolumeN/A
Net Assets141.87B
ATWYX vs RWIEX Comparison Chart in %
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ATWYX vs. RWIEX commentary
Oct 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ATWYX (968M). RWIEX pays higher dividends than ATWYX: RWIEX (1.38) vs ATWYX (1.05). 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 : 16.75 vs. RWIEX (12.77). ATWYX return over 5 years is better than : 60.08 vs. RWIEX (51.89).
| 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 | 18.753 | 21.406 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 142B | 1% |
| Annual Yield % from dividends | 1.05 | 1.38 | 76% |
| Returns for 1 year | 16.75 | 12.77 | 131% |
| Returns for 3 years | 69.03 | 70.27 | 98% |
| Returns for 5 years | 60.08 | 51.89 | 116% |
| Returns for 10 years | 81.86 | 79.80 | 103% |
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