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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.09
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets826.68M
American Funds Capital World Gr&Inc R4
Price$64.83
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
ATWYX vs RWIEX Comparison Chart
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ATWYX vs. RWIEX commentary
May 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: 124B vs. ATWYX (827M). RWIEX pays higher dividends than ATWYX: RWIEX (1.61) 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 : 5.08 vs. RWIEX (2.26). ATWYX return over 5 years is better than : 58.69 vs. RWIEX (50.71).
| 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 | -0.994 | 2.642 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 124B | 1% |
| Annual Yield % from dividends | 1.26 | 1.61 | 78% |
| Returns for 1 year | 5.08 | 2.26 | 225% |
| Returns for 3 years | 25.41 | 30.78 | 83% |
| Returns for 5 years | 58.69 | 50.71 | 116% |
| Returns for 10 years | 42.85 | 40.97 | 105% |
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