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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.65
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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ATWYX vs RWIFX Comparison Chart
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ATWYX vs. RWIFX commentary
Sep 21, 2024
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 StrongSell and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. ATWYX (863M). RWIFX pays higher dividends than ATWYX: RWIFX (1.94) vs ATWYX (1.08). ATWYX was incepted earlier than RWIFX: ATWYX (21 years) vs RWIFX (22 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 : 29.34 vs. RWIFX (20.37). ATWYX return over 5 years is better than : 47.61 vs. RWIFX (44.74).
| ATWYX | RWIFX | ATWYX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 18.649 | 12.691 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 128B | 1% |
| Annual Yield % from dividends | 1.08 | 1.94 | 55% |
| Returns for 1 year | 29.34 | 20.37 | 144% |
| Returns for 3 years | 10.10 | 6.65 | 152% |
| Returns for 5 years | 47.61 | 44.74 | 106% |
| Returns for 10 years | 54.01 | 49.84 | 108% |
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