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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$23.49
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets879.57M
American Funds Capital World Gr&Inc R5
Price$68.69
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.8B
ATWYX vs RWIFX Comparison Chart in %
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ATWYX vs. RWIFX commentary
Jun 19, 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: 131B vs. ATWYX (880M). RWIFX pays higher dividends than ATWYX: RWIFX (1.80) vs ATWYX (1.19). 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 : 8.29 vs. RWIFX (6.05). ATWYX return over 5 years is better than : 60.19 vs. RWIFX (51.26).
| 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 | 6.191 | 9.099 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 131B | 1% |
| Annual Yield % from dividends | 1.19 | 1.80 | 66% |
| Returns for 1 year | 8.29 | 6.05 | 137% |
| Returns for 3 years | 46.28 | 47.82 | 97% |
| Returns for 5 years | 60.19 | 51.26 | 117% |
| Returns for 10 years | 53.95 | 53.88 | 100% |
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