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ATWAX vs RWIEX
ATWAX vs RWIEX Comparison
Open Charts ATWAX vs RWIEX
AB Tax-Managed Wealth Apprec Strat A
Price$26.26
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets1.01B
American Funds Capital World Gr&Inc R4
Price$73.91
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
ATWAX vs RWIEX Comparison Chart in %
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ATWAX vs. RWIEX commentary
Jan 16, 2026
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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ATWAX (1.01B). RWIEX pays higher dividends than ATWAX: RWIEX (1.51) vs ATWAX (0.95). ATWAX was incepted earlier than RWIEX: ATWAX (22 years) vs RWIEX (24 years). ATWAX (1.30) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (23.00). RWIEX has a lower initial minimum investment than ATWAX: RWIEX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 20.40 vs. RWIEX (18.89). ATWAX return over 5 years is better than : 46.36 vs. RWIEX (31.34).
| ATWAX | RWIEX | ATWAX / RWIEX | |
| Total Expense Ratio | 0.98 | 0.76 | 129% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.578 | 3.733 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 142B | 1% |
| Annual Yield % from dividends | 0.95 | 1.51 | 63% |
| Returns for 1 year | 20.40 | 18.89 | 108% |
| Returns for 3 years | 58.95 | 43.49 | 136% |
| Returns for 5 years | 46.36 | 31.34 | 148% |
| Returns for 10 years | 114.78 | 99.40 | 115% |
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