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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
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 R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ATWCX vs RWIEX Comparison Chart in %
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ATWCX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ATWCX (993M). RWIEX pays higher dividends than ATWCX: RWIEX (1.34) vs ATWCX (0.00). ATWCX was incepted earlier than RWIEX: ATWCX (22 years) vs RWIEX (24 years). ATWCX (2.06) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (23.00). RWIEX has a lower initial minimum investment than ATWCX: RWIEX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 15.07 vs. RWIEX (12.38). ATWCX return over 5 years is better than : 43.31 vs. RWIEX (31.21).
| ATWCX | RWIEX | ATWCX / RWIEX | |
| Total Expense Ratio | 1.74 | 0.76 | 229% |
| Annual Report Gross Expense Ratio | 2.06 | 0.76 | 271% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 17.212 | 14.434 | 119% |
| 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 | 1.34 | - |
| Returns for 1 year | 15.07 | 12.38 | 122% |
| Returns for 3 years | 61.21 | 46.17 | 133% |
| Returns for 5 years | 43.31 | 31.21 | 139% |
| Returns for 10 years | 81.45 | 73.56 | 111% |
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