Interact to see
Advertisement
Advertisement
ATWCX vs RWICX
ATWCX vs RWICX Comparison
Open Charts ATWCX vs RWICX
AB Tax-Managed Wealth Apprec Strat C
Price$25.81
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets992.83M
American Funds Capital World Gr&Inc R3
Price$71.30
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ATWCX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWCX vs. RWICX commentary
Dec 28, 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 StrongBuy and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. ATWCX (993M). RWICX pays higher dividends than ATWCX: RWICX (1.11) vs ATWCX (0.00). ATWCX was incepted earlier than RWICX: ATWCX (22 years) vs RWICX (24 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 (23.00). RWICX has a lower initial minimum investment than ATWCX: RWICX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 15.07 vs. RWICX (12.08). ATWCX return over 5 years is better than : 43.31 vs. RWICX (29.60).
| 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 | 24 years | - |
| Gain YTD | 17.212 | 14.126 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 993M | 142B | 1% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 15.07 | 12.08 | 125% |
| Returns for 3 years | 61.21 | 44.85 | 136% |
| Returns for 5 years | 43.31 | 29.60 | 146% |
| Returns for 10 years | 81.45 | 71.36 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement