Ad is loading...
ATWYX
Price
$22.79
Change
-$0.28 (-1.21%)
Updated
Nov 15 closing price
RWIHX
Price
$67.09
Change
-$0.71 (-1.05%)
Updated
Nov 15 closing price
Ad is loading...

ATWYX vs RWIHX

Header iconATWYX vs RWIHX Comparison
Open Charts ATWYX vs RWIHXBanner chart's image
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 R5E
Price$67.09
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
ATWYX vs RWIHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ATWYX vs. RWIHX 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 RWIHX is a Sell.

FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. ATWYX (858M). RWIHX pays higher dividends than ATWYX: RWIHX (1.86) vs ATWYX (1.08). ATWYX was incepted earlier than RWIHX: ATWYX (21 years) vs RWIHX (9 years). RWIHX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). ATWYX has a lower initial minimum investment than RWIHX: ATWYX (0) vs RWIHX (250). ATWYX annual gain was more profitable for investors over the last year : 26.43 vs. RWIHX (19.34). ATWYX return over 5 years is better than : 42.69 vs. RWIHX (39.56).
ATWYXRWIHXATWYX / RWIHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years9 years-
Gain YTD19.38213.299146%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets858M125B1%
Annual Yield % from dividends1.081.8658%
Returns for 1 year26.4319.34137%
Returns for 3 years4.823.63133%
Returns for 5 years42.6939.56108%
Returns for 10 years52.42N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BWET12.770.19
+1.47%
Breakwave Tanker Shipping ETF
UMI50.990.63
+1.25%
USCF Midstream Energy Income ETF
QLTA47.330.02
+0.04%
iShares Aaa - A Rated Corporate Bond ETF
USML42.10N/A
N/A
ETRACS 2x Lvrgd MSCI US Mn Vl Fct TR ETN
GLOF44.02-0.49
-1.11%
iShares Global Equity Factor ETF