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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets935.43M
American Funds Capital World Gr&Inc R4
Price$74.03
Change+$0.47 (+0.64%)
VolumeN/A
Net Assets136.84B
ATWYX vs RWIEX Comparison Chart in %
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ATWYX vs. RWIEX commentary
Nov 22, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. ATWYX (935M). RWIEX pays higher dividends than ATWYX: RWIEX (1.35) vs ATWYX (1.03). 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 : 11.63 vs. RWIEX (11.00). ATWYX return over 5 years is better than : 50.51 vs. RWIEX (40.79).
| 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 | 15.047 | 18.104 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 1.03 | 1.35 | 76% |
| Returns for 1 year | 11.63 | 11.00 | 106% |
| Returns for 3 years | 49.66 | 48.83 | 102% |
| Returns for 5 years | 50.51 | 40.79 | 124% |
| Returns for 10 years | 73.23 | 73.60 | 99% |
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