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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.11
Change-$0.60 (-2.64%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
ATWYX vs RWIEX Comparison Chart
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ATWYX vs. RWIEX commentary
Dec 19, 2024
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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. ATWYX (874M). RWIEX pays higher dividends than ATWYX: RWIEX (1.68) vs ATWYX (1.08). ATWYX was incepted earlier than RWIEX: ATWYX (21 years) vs RWIEX (22 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 : 22.18 vs. RWIEX (12.05). ATWYX return over 5 years is better than : 43.88 vs. RWIEX (32.50).
| ATWYX | RWIEX | ATWYX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 20.388 | 10.464 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 121B | 1% |
| Annual Yield % from dividends | 1.08 | 1.68 | 64% |
| Returns for 1 year | 22.18 | 12.05 | 184% |
| Returns for 3 years | 14.45 | 9.96 | 145% |
| Returns for 5 years | 43.88 | 32.50 | 135% |
| Returns for 10 years | 56.17 | 47.77 | 118% |
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