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ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$26.47
Change+$0.31 (+1.19%)
VolumeN/A
Net Assets1.01B
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
ATWAX vs RWIFX Comparison Chart in %
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ATWAX vs. RWIFX commentary
Feb 05, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ATWAX (1.01B). RWIFX pays higher dividends than ATWAX: RWIFX (1.70) vs ATWAX (0.92). ATWAX was incepted earlier than RWIFX: ATWAX (22 years) vs RWIFX (24 years). ATWAX (1.26) 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 : 17.94 vs. RWIFX (16.61). ATWAX return over 5 years is better than : 44.74 vs. RWIFX (32.39).
| ATWAX | RWIFX | ATWAX / RWIFX | |
| Total Expense Ratio | 0.98 | 0.46 | 213% |
| Annual Report Gross Expense Ratio | 1.26 | 0.46 | 274% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.398 | 4.964 | 68% |
| 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 | 0.92 | 1.70 | 54% |
| Returns for 1 year | 17.94 | 16.61 | 108% |
| Returns for 3 years | 55.74 | 44.56 | 125% |
| Returns for 5 years | 44.74 | 32.39 | 138% |
| Returns for 10 years | 116.66 | 102.75 | 114% |
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