Interact to see
Advertisement
Advertisement
ATWCX vs RWIAX
ATWCX vs RWIAX Comparison
Open Charts ATWCX vs RWIAX
AB Tax-Managed Wealth Apprec Strat C
Price$25.24
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets939.09M
American Funds Capital World Gr&Inc R1
Price$72.60
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
ATWCX vs RWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWCX vs. RWIAX commentary
Sep 09, 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 138B vs. ATWCX (939M). RWIAX pays higher dividends than ATWCX: RWIAX (0.80) vs ATWCX (0.00). ATWCX was incepted earlier than RWIAX: ATWCX (22 years) vs RWIAX (23 years). ATWCX (2.06) is less costly to investors than RWIAX (1.51). RWIAX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). RWIAX has a lower initial minimum investment than ATWCX: RWIAX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 18.89 vs. RWIAX (14.68). ATWCX return over 5 years is better than : 55.13 vs. RWIAX (44.54).
| ATWCX | RWIAX | ATWCX / RWIAX | |
| Total Expense Ratio | 1.74 | 1.51 | 115% |
| Annual Report Gross Expense Ratio | 2.06 | 1.51 | 136% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 14.623 | 16.129 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 138B | 1% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 18.89 | 14.68 | 129% |
| Returns for 3 years | 45.73 | 46.56 | 98% |
| Returns for 5 years | 55.13 | 44.54 | 124% |
| Returns for 10 years | 71.43 | 71.48 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement