ATWYX
Price
$25.29
Change
-$0.21 (-0.82%)
Updated
Aug 29 closing price
Net Assets
937.76M
RWIEX
Price
$72.98
Change
+$0.36 (+0.50%)
Updated
Aug 28 closing price
Net Assets
136.73B
Interact to see
Advertisement

ATWYX vs RWIEX

Header iconATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEXBanner chart's image
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.29
Change-$0.21 (-0.82%)
VolumeN/A
Net Assets937.76M
American Funds Capital World Gr&Inc R4
Price$72.98
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
ATWYX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ATWYX vs. RWIEX commentary
Aug 30, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. ATWYX (938M). RWIEX pays higher dividends than ATWYX: RWIEX (1.46) vs ATWYX (1.10). 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 : 15.36 vs. RWIEX (10.64). ATWYX return over 5 years is better than : 56.43 vs. RWIEX (44.28).
ATWYXRWIEXATWYX / RWIEX
Total Expense Ratio0.730.7696%
Annual Report Gross Expense Ratio1.050.76138%
Fund Existence22 years23 years-
Gain YTD15.22816.12794%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets938M137B1%
Annual Yield % from dividends1.101.4675%
Returns for 1 year15.3610.64144%
Returns for 3 years50.5949.55102%
Returns for 5 years56.4344.28127%
Returns for 10 years84.7874.70113%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KFS14.470.30
+2.12%
Kingsway Financial Services
NXT68.110.42
+0.62%
Nextracker
MCRI105.12-0.37
-0.35%
Monarch Casino & Resort
NTIC7.38-0.08
-1.01%
Northern Technologies International Corp
UPC3.55-0.13
-3.53%
Universe Pharmaceuticals Inc