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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.29
Change-$0.21 (-0.82%)
VolumeN/A
Net Assets937.76M
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
ATWYX vs RWIFX Comparison Chart in %
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ATWYX vs. RWIFX commentary
Aug 30, 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: 137B vs. ATWYX (938M). RWIFX pays higher dividends than ATWYX: RWIFX (1.72) vs ATWYX (1.10). 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 : 15.36 vs. RWIFX (10.96). ATWYX return over 5 years is better than : 56.43 vs. RWIFX (45.83).
| 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 | 15.228 | 16.342 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 137B | 1% |
| Annual Yield % from dividends | 1.10 | 1.72 | 64% |
| Returns for 1 year | 15.36 | 10.96 | 140% |
| Returns for 3 years | 50.59 | 50.71 | 100% |
| Returns for 5 years | 56.43 | 45.83 | 123% |
| Returns for 10 years | 84.78 | 76.64 | 111% |
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