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ATWAX vs RWIHX
ATWAX vs RWIHX Comparison
Open Charts ATWAX vs RWIHX
AB Tax-Managed Wealth Apprec Strat A
Price$24.50
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets919.75M
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWAX vs RWIHX Comparison Chart in %
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ATWAX vs. RWIHX commentary
Jul 07, 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 Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. ATWAX (920M). RWIHX pays higher dividends than ATWAX: RWIHX (1.64) vs ATWAX (0.90). ATWAX was incepted earlier than RWIHX: ATWAX (22 years) vs RWIHX (10 years). ATWAX (1.30) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). RWIHX has a lower initial minimum investment than ATWAX: RWIHX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 12.44 vs. RWIHX (9.57). ATWAX return over 5 years is better than : 64.63 vs. RWIHX (54.03).
| ATWAX | RWIHX | ATWAX / RWIHX | |
| Total Expense Ratio | 0.98 | 0.56 | 175% |
| Annual Report Gross Expense Ratio | 1.30 | 0.56 | 232% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 11.262 | 13.685 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 0.90 | 1.64 | 55% |
| Returns for 1 year | 12.44 | 9.57 | 130% |
| Returns for 3 years | 48.63 | 50.99 | 95% |
| Returns for 5 years | 64.63 | 54.03 | 120% |
| Returns for 10 years | 61.93 | N/A | - |
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