Interact to see
Advertisement
Advertisement
ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$23.54
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
ATWYX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. RWIEX commentary
Jun 07, 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: 131B vs. ATWYX (876M). RWIEX pays higher dividends than ATWYX: RWIEX (1.53) vs ATWYX (1.19). 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 : 8.90 vs. RWIEX (6.35). ATWYX return over 5 years is better than : 55.14 vs. RWIEX (45.88).
| 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 | 5.468 | 9.038 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 1.19 | 1.53 | 78% |
| Returns for 1 year | 8.90 | 6.35 | 140% |
| Returns for 3 years | 29.75 | 29.04 | 102% |
| Returns for 5 years | 55.14 | 45.88 | 120% |
| Returns for 10 years | 54.85 | 53.09 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement