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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
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 R5
Price$71.91
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
ATWAX vs RWIFX Comparison Chart in %
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ATWAX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ATWAX (991M). RWIFX pays higher dividends than ATWAX: RWIFX (1.59) vs ATWAX (0.83). ATWAX was incepted earlier than RWIFX: ATWAX (22 years) vs RWIFX (24 years). ATWAX (1.30) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (23.00). RWIFX has a lower initial minimum investment than ATWAX: RWIFX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 15.03 vs. RWIFX (12.56). ATWAX return over 5 years is better than : 46.52 vs. RWIFX (32.63).
| ATWAX | RWIFX | ATWAX / RWIFX | |
| Total Expense Ratio | 0.98 | 0.46 | 213% |
| Annual Report Gross Expense Ratio | 1.30 | 0.46 | 283% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 17.121 | 14.593 | 117% |
| 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 | 1.59 | 52% |
| Returns for 1 year | 15.03 | 12.56 | 120% |
| Returns for 3 years | 63.36 | 47.35 | 134% |
| Returns for 5 years | 46.52 | 32.63 | 143% |
| Returns for 10 years | 89.51 | 76.69 | 117% |
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