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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.09
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets826.68M
American Funds Capital World Gr&Inc R5
Price$65.07
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
ATWYX vs RWIFX Comparison Chart
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ATWYX vs. RWIFX commentary
May 09, 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: 124B vs. ATWYX (827M). RWIFX pays higher dividends than ATWYX: RWIFX (1.91) 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 : 5.47 vs. RWIFX (2.59). ATWYX return over 5 years is better than : 59.19 vs. RWIFX (52.29).
| 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 | -0.678 | 2.761 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 124B | 1% |
| Annual Yield % from dividends | 1.26 | 1.91 | 66% |
| Returns for 1 year | 5.47 | 2.59 | 211% |
| Returns for 3 years | 29.88 | 31.72 | 94% |
| Returns for 5 years | 59.19 | 52.29 | 113% |
| Returns for 10 years | 43.73 | 42.48 | 103% |
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