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ATWCX vs RWICX
ATWCX vs RWICX Comparison
Open Charts ATWCX vs RWICX
AB Tax-Managed Wealth Apprec Strat C
Price$25.92
Change-$0.42 (-1.59%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc R3
Price$75.52
Change-$1.39 (-1.81%)
VolumeN/A
Net Assets144.09B
ATWCX vs RWICX Comparison Chart in %
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ATWCX vs. RWICX 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 ATWCX is a Hold and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 144B vs. ATWCX (981M). RWICX pays higher dividends than ATWCX: RWICX (1.11) vs ATWCX (0.00). ATWCX was incepted earlier than RWICX: ATWCX (22 years) vs RWICX (23 years). ATWCX (2.06) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). RWICX has a lower initial minimum investment than ATWCX: RWICX (250) vs ATWCX (2500). RWICX annual gain was more profitable for investors over the last year : 14.66 vs. ATWCX (13.53). ATWCX return over 5 years is better than : 50.17 vs. RWICX (46.07).
| ATWCX | RWICX | ATWCX / RWICX | |
| Total Expense Ratio | 1.74 | 1.06 | 164% |
| Annual Report Gross Expense Ratio | 2.06 | 1.06 | 194% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 17.711 | 23.105 | 77% |
| Front Load | N/A | 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 | 0.00 | 1.11 | - |
| Returns for 1 year | 13.53 | 14.66 | 92% |
| Returns for 3 years | 52.92 | 54.82 | 97% |
| Returns for 5 years | 50.17 | 46.07 | 109% |
| Returns for 10 years | 71.38 | 83.71 | 85% |
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