Interact to see
Advertisement
Advertisement
ATWAX vs RWICX
ATWAX vs RWICX Comparison
Open Charts ATWAX vs RWICX
AB Tax-Managed Wealth Apprec Strat A
Price$25.98
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets962.59M
American Funds Capital World Gr&Inc R3
Price$74.77
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
ATWAX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWICX commentary
Oct 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 ATWAX is a Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 141B vs. ATWAX (963M). RWICX pays higher dividends than ATWAX: RWICX (1.14) vs ATWAX (0.84). 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 : 14.49 vs. RWICX (10.41). ATWAX return over 5 years is better than : 58.60 vs. RWICX (48.94).
| 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 | 17.984 | 19.680 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 141B | 1% |
| Annual Yield % from dividends | 0.84 | 1.14 | 74% |
| Returns for 1 year | 14.49 | 10.41 | 139% |
| Returns for 3 years | 64.87 | 65.55 | 99% |
| Returns for 5 years | 58.60 | 48.94 | 120% |
| Returns for 10 years | 77.25 | 74.99 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement