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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$26.45
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets978.35M
American Funds Capital World Gr&Inc R5
Price$77.41
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
ATWAX vs RWIFX Comparison Chart in %
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ATWAX vs. RWIFX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ATWAX (978M). 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 (10.00). 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 : 13.79 vs. RWIFX (12.97). ATWAX return over 5 years is better than : 50.90 vs. RWIFX (42.98).
| 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 | 19.210 | 22.369 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 142B | 1% |
| Annual Yield % from dividends | 0.83 | 1.59 | 52% |
| Returns for 1 year | 13.79 | 12.97 | 106% |
| Returns for 3 years | 51.07 | 50.79 | 101% |
| Returns for 5 years | 50.90 | 42.98 | 118% |
| Returns for 10 years | 76.74 | 81.99 | 94% |
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