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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.79
Change-$0.28 (-1.21%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
ATWYX vs RWIFX Comparison Chart
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ATWYX vs. RWIFX commentary
Nov 18, 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 Buy and RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. ATWYX (858M). 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 : 26.43 vs. RWIFX (19.46). ATWYX return over 5 years is better than : 42.69 vs. RWIFX (39.97).
| 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 | 19.382 | 13.399 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 125B | 1% |
| Annual Yield % from dividends | 1.08 | 1.94 | 55% |
| Returns for 1 year | 26.43 | 19.46 | 136% |
| Returns for 3 years | 4.82 | 3.86 | 125% |
| Returns for 5 years | 42.69 | 39.97 | 107% |
| Returns for 10 years | 52.42 | 50.91 | 103% |
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