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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.97
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc R4
Price$71.15
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
ATWYX vs RWIEX Comparison Chart in %
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ATWYX vs. RWIEX commentary
Aug 08, 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.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. ATWYX (927M). 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 : 20.86 vs. RWIEX (15.77). ATWYX return over 5 years is better than : 57.51 vs. RWIEX (45.93).
| 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 | 12.201 | 13.215 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 135B | 1% |
| Annual Yield % from dividends | 1.10 | 1.46 | 75% |
| Returns for 1 year | 20.86 | 15.77 | 132% |
| Returns for 3 years | 41.73 | 42.89 | 97% |
| Returns for 5 years | 57.51 | 45.93 | 125% |
| Returns for 10 years | 65.94 | 60.03 | 110% |
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