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ATWAX vs RWIGX
ATWAX vs RWIGX Comparison
Open Charts ATWAX vs RWIGX
AB Tax-Managed Wealth Apprec Strat A
Price$26.10
Change-$0.42 (-1.58%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc R6
Price$76.22
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
ATWAX vs RWIGX Comparison Chart in %
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ATWAX vs. RWIGX commentary
Nov 14, 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 RWIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 144B vs. ATWAX (981M). RWIGX pays higher dividends than ATWAX: RWIGX (1.65) vs ATWAX (0.83). 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 (10.00). RWIGX has a lower initial minimum investment than ATWAX: RWIGX (250) vs ATWAX (2500). ATWAX (15.86) and RWIGX (15.45) have marching annual gain over last year. ATWAX return over 5 years is better than : 56.54 vs. RWIGX (49.80).
| 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 | 20.436 | 23.795 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 0.83 | 1.65 | 50% |
| Returns for 1 year | 15.86 | 15.45 | 103% |
| Returns for 3 years | 56.42 | 57.71 | 98% |
| Returns for 5 years | 56.54 | 49.80 | 114% |
| Returns for 10 years | 83.02 | 88.59 | 94% |
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