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ATWAX vs RWIGX
ATWAX vs RWIGX Comparison
Open Charts ATWAX vs RWIGX
AB Tax-Managed Wealth Apprec Strat A
Price$26.38
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets1.01B
American Funds Capital World Gr&Inc R6
Price$74.26
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
ATWAX vs RWIGX Comparison Chart in %
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ATWAX vs. RWIGX 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 RWIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 142B vs. ATWAX (1.01B). RWIGX pays higher dividends than ATWAX: RWIGX (1.82) vs ATWAX (0.95). ATWAX was incepted earlier than RWIGX: ATWAX (22 years) vs RWIGX (17 years). ATWAX (1.30) is less costly to investors than RWIGX (0.41). RWIGX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (23.00). RWIGX has a lower initial minimum investment than ATWAX: RWIGX (250) vs ATWAX (2500). ATWAX (18.95) and RWIGX (18.14) have marching annual gain over last year. ATWAX return over 5 years is better than : 47.02 vs. RWIGX (33.44).
| ATWAX | RWIGX | ATWAX / RWIGX | |
| Total Expense Ratio | 0.98 | 0.41 | 239% |
| Annual Report Gross Expense Ratio | 1.30 | 0.41 | 317% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 3.047 | 3.889 | 78% |
| 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 | 1.82 | 52% |
| Returns for 1 year | 18.95 | 18.14 | 104% |
| Returns for 3 years | 59.68 | 45.27 | 132% |
| Returns for 5 years | 47.02 | 33.44 | 141% |
| Returns for 10 years | 115.76 | 102.67 | 113% |
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