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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.95
Change-$0.37 (-1.59%)
VolumeN/A
Net Assets872.87M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
ATWYX vs RWIFX Comparison Chart
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ATWYX vs. RWIFX commentary
Feb 23, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. ATWYX (873M). RWIFX pays higher dividends than ATWYX: RWIFX (1.94) vs ATWYX (1.08). ATWYX was incepted earlier than RWIFX: ATWYX (21 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). ATWYX has a lower initial minimum investment than RWIFX: ATWYX (0) vs RWIFX (250). ATWYX annual gain was more profitable for investors over the last year : 13.51 vs. RWIFX (7.41). ATWYX return over 5 years is better than : 43.14 vs. RWIFX (33.89).
| ATWYX | RWIFX | ATWYX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.705 | 4.358 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 128B | 1% |
| Annual Yield % from dividends | 1.08 | 1.94 | 55% |
| Returns for 1 year | 13.51 | 7.41 | 182% |
| Returns for 3 years | 21.71 | 17.26 | 126% |
| Returns for 5 years | 43.14 | 33.89 | 127% |
| Returns for 10 years | 52.08 | 46.04 | 113% |
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