Interact to see
Advertisement
Advertisement
ATWCX vs RWBEX
ATWCX vs RWBEX Comparison
Open Charts ATWCX vs RWBEX
AB Tax-Managed Wealth Apprec Strat C
Price$24.79
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc R2E
Price$71.69
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
ATWCX vs RWBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWCX vs. RWBEX commentary
Jul 29, 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: 137B vs. ATWCX (935M). RWBEX pays higher dividends than ATWCX: RWBEX (1.06) 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 : 16.64 vs. RWBEX (13.26). ATWCX return over 5 years is better than : 59.49 vs. RWBEX (48.81).
| 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 | 12.988 | 14.722 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 0.00 | 1.06 | - |
| Returns for 1 year | 16.64 | 13.26 | 126% |
| Returns for 3 years | 46.96 | 49.26 | 95% |
| Returns for 5 years | 59.49 | 48.81 | 122% |
| Returns for 10 years | 58.47 | 60.15 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement