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ATWCX vs RWICX
ATWCX vs RWICX Comparison
Open Charts ATWCX vs RWICX
AB Tax-Managed Wealth Apprec Strat C
Price$26.27
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets978.35M
American Funds Capital World Gr&Inc R3
Price$76.65
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
ATWCX vs RWICX Comparison Chart in %
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ATWCX vs. RWICX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. ATWCX (978M). 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 (10.00). 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 : 13.48 vs. RWICX (12.66). ATWCX return over 5 years is better than : 46.84 vs. RWICX (39.76).
| 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 | 19.301 | 22.689 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 142B | 1% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 13.48 | 12.66 | 106% |
| Returns for 3 years | 49.94 | 49.44 | 101% |
| Returns for 5 years | 46.84 | 39.76 | 118% |
| Returns for 10 years | 71.05 | 79.03 | 90% |
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