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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$20.97
Change+$1.65 (+8.54%)
VolumeN/A
Net Assets730.8M
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
ATWYX vs RWIFX Comparison Chart
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ATWYX vs. RWIFX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 109B vs. ATWYX (731M). RWIFX pays higher dividends than ATWYX: RWIFX (1.93) vs ATWYX (1.26). ATWYX was incepted earlier than RWIFX: ATWYX (22 years) vs RWIFX (23 years). ATWYX (1.05) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). 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 : -7.38 vs. RWIFX (-10.59). ATWYX return over 5 years is better than : 47.30 vs. RWIFX (38.79).
| ATWYX | RWIFX | ATWYX / RWIFX | |
| Total Expense Ratio | 0.73 | 0.46 | 159% |
| Annual Report Gross Expense Ratio | 1.05 | 0.46 | 228% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -12.698 | -10.236 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 109B | 1% |
| Annual Yield % from dividends | 1.26 | 1.93 | 65% |
| Returns for 1 year | -7.38 | -10.59 | 70% |
| Returns for 3 years | 2.09 | 2.13 | 98% |
| Returns for 5 years | 47.30 | 38.79 | 122% |
| Returns for 10 years | 26.49 | 24.94 | 106% |
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