Interact to see
Advertisement
Advertisement
ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.97
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc R5
Price$71.41
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
ATWYX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. RWIFX commentary
Aug 08, 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: 135B vs. ATWYX (927M). 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 : 20.86 vs. RWIFX (16.15). ATWYX return over 5 years is better than : 57.51 vs. RWIFX (47.53).
| 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 | 12.201 | 13.419 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 135B | 1% |
| Annual Yield % from dividends | 1.10 | 1.72 | 64% |
| Returns for 1 year | 20.86 | 16.15 | 129% |
| Returns for 3 years | 41.73 | 44.02 | 95% |
| Returns for 5 years | 57.51 | 47.53 | 121% |
| Returns for 10 years | 65.94 | 61.84 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement