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ATWAX vs RWICX
ATWAX vs RWICX Comparison
Open Charts ATWAX vs RWICX
AB Tax-Managed Wealth Apprec Strat A
Price$26.10
Change-$0.42 (-1.58%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc R3
Price$75.52
Change-$1.39 (-1.81%)
VolumeN/A
Net Assets144.09B
ATWAX vs RWICX Comparison Chart in %
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ATWAX vs. RWICX commentary
Nov 14, 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 Hold and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 144B vs. ATWAX (981M). RWICX pays higher dividends than ATWAX: RWICX (1.11) vs ATWAX (0.83). ATWAX was incepted earlier than RWICX: ATWAX (22 years) vs RWICX (23 years). ATWAX (1.30) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). RWICX has a lower initial minimum investment than ATWAX: RWICX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 15.86 vs. RWICX (14.66). ATWAX return over 5 years is better than : 56.54 vs. RWICX (46.07).
| ATWAX | RWICX | ATWAX / RWICX | |
| Total Expense Ratio | 0.98 | 1.06 | 92% |
| Annual Report Gross Expense Ratio | 1.30 | 1.06 | 123% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 20.436 | 23.105 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 0.83 | 1.11 | 75% |
| Returns for 1 year | 15.86 | 14.66 | 108% |
| Returns for 3 years | 56.42 | 54.82 | 103% |
| Returns for 5 years | 56.54 | 46.07 | 123% |
| Returns for 10 years | 83.02 | 83.71 | 99% |
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