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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets935.43M
American Funds Capital World Gr&Inc R5
Price$74.31
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets136.84B
ATWYX vs RWIFX Comparison Chart in %
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ATWYX vs. RWIFX commentary
Nov 22, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. ATWYX (935M). RWIFX pays higher dividends than ATWYX: RWIFX (1.60) vs ATWYX (1.03). ATWYX was incepted earlier than RWIFX: ATWYX (22 years) vs RWIFX (24 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 (11.63) and RWIFX (11.35) have marching annual gain over last year. ATWYX return over 5 years is better than : 50.51 vs. RWIFX (42.45).
| 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 | 24 years | - |
| Gain YTD | 15.047 | 18.417 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 1.03 | 1.60 | 64% |
| Returns for 1 year | 11.63 | 11.35 | 102% |
| Returns for 3 years | 49.66 | 50.08 | 99% |
| Returns for 5 years | 50.51 | 42.45 | 119% |
| Returns for 10 years | 73.23 | 75.69 | 97% |
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