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ATWAX vs RWBEX
ATWAX vs RWBEX Comparison
Open Charts ATWAX vs RWBEX
AB Tax-Managed Wealth Apprec Strat A
Price$25.79
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets991.43M
American Funds Capital World Gr&Inc R2E
Price$71.55
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
ATWAX vs RWBEX Comparison Chart in %
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ATWAX vs. RWBEX commentary
Dec 26, 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 StrongBuy and RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. ATWAX (991M). RWBEX pays higher dividends than ATWAX: RWBEX (0.97) vs ATWAX (0.83). 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 (23.00). 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 : 15.03 vs. RWBEX (11.89). ATWAX return over 5 years is better than : 46.52 vs. RWBEX (28.84).
| 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 | 17.121 | 13.923 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 142B | 1% |
| Annual Yield % from dividends | 0.83 | 0.97 | 85% |
| Returns for 1 year | 15.03 | 11.89 | 126% |
| Returns for 3 years | 63.36 | 44.24 | 143% |
| Returns for 5 years | 46.52 | 28.84 | 161% |
| Returns for 10 years | 89.51 | 71.37 | 125% |
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