Interact to see
Advertisement
Advertisement
ATWAX vs RWIFX
ATWAX vs RWIFX Comparison
Open Charts ATWAX vs RWIFX
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 R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
ATWAX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. ATWAX (963M). RWIFX pays higher dividends than ATWAX: RWIFX (1.64) vs ATWAX (0.84). ATWAX was incepted earlier than RWIFX: ATWAX (22 years) vs RWIFX (23 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 : 14.49 vs. RWIFX (11.13). ATWAX return over 5 years is better than : 58.60 vs. RWIFX (52.48).
| 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 | 23 years | - |
| Gain YTD | 17.984 | 20.250 | 89% |
| 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 | 1.64 | 51% |
| Returns for 1 year | 14.49 | 11.13 | 130% |
| Returns for 3 years | 64.87 | 68.41 | 95% |
| Returns for 5 years | 58.60 | 52.48 | 112% |
| Returns for 10 years | 77.25 | 79.35 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement