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ATWCX vs RWBEX
ATWCX vs RWBEX Comparison
Open Charts ATWCX vs RWBEX
AB Tax-Managed Wealth Apprec Strat C
Price$23.26
Change-$0.28 (-1.19%)
VolumeN/A
Net Assets879.01M
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
ATWCX vs RWBEX Comparison Chart
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ATWCX vs. RWBEX commentary
Jun 16, 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 ATWCX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. ATWCX (879M). RWBEX pays higher dividends than ATWCX: RWBEX (1.11) vs ATWCX (0.00). ATWCX was incepted earlier than RWBEX: ATWCX (22 years) vs RWBEX (11 years). ATWCX (2.06) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). RWBEX has a lower initial minimum investment than ATWCX: RWBEX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 8.74 vs. RWBEX (5.84). ATWCX return over 5 years is better than : 57.37 vs. RWBEX (49.52).
| ATWCX | RWBEX | ATWCX / RWBEX | |
| Total Expense Ratio | 1.74 | 1.21 | 144% |
| Annual Report Gross Expense Ratio | 2.06 | 1.21 | 170% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 5.631 | 8.807 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 879M | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 8.74 | 5.84 | 150% |
| Returns for 3 years | 41.14 | 42.36 | 97% |
| Returns for 5 years | 57.37 | 49.52 | 116% |
| Returns for 10 years | 46.06 | 49.42 | 93% |
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