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ATWAX vs RWBEX
ATWAX vs RWBEX Comparison
Open Charts ATWAX vs RWBEX
AB Tax-Managed Wealth Apprec Strat A
Price$24.50
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets919.75M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
ATWAX vs RWBEX Comparison Chart in %
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ATWAX vs. RWBEX commentary
Jul 07, 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 ATWAX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. ATWAX (920M). RWBEX pays higher dividends than ATWAX: RWBEX (1.06) vs ATWAX (0.90). ATWAX was incepted earlier than RWBEX: ATWAX (22 years) vs RWBEX (11 years). ATWAX (1.30) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). RWBEX has a lower initial minimum investment than ATWAX: RWBEX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 12.44 vs. RWBEX (8.84). ATWAX return over 5 years is better than : 64.63 vs. RWBEX (50.51).
| ATWAX | RWBEX | ATWAX / RWBEX | |
| Total Expense Ratio | 0.98 | 1.21 | 81% |
| Annual Report Gross Expense Ratio | 1.30 | 1.21 | 107% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 11.262 | 13.307 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 0.90 | 1.06 | 85% |
| Returns for 1 year | 12.44 | 8.84 | 141% |
| Returns for 3 years | 48.63 | 48.49 | 100% |
| Returns for 5 years | 64.63 | 50.51 | 128% |
| Returns for 10 years | 61.93 | 59.94 | 103% |
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