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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
AB Tax-Managed Wealth Apprec Strat C
Price$25.92
Change-$0.42 (-1.59%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
ATWCX vs RWIEX Comparison Chart in %
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ATWCX vs. RWIEX 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 Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. ATWCX (981M). RWIEX pays higher dividends than ATWCX: RWIEX (1.35) vs ATWCX (0.00). ATWCX was incepted earlier than RWIEX: ATWCX (22 years) vs RWIEX (23 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 (10.00). RWIEX has a lower initial minimum investment than ATWCX: RWIEX (250) vs ATWCX (2500). ATWCX (13.53) and RWIEX (13.46) have marching annual gain over last year. ATWCX return over 5 years is better than : 50.17 vs. RWIEX (45.13).
| 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 | 23 years | - |
| Gain YTD | 17.711 | 21.183 | 84% |
| 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 | 1.35 | - |
| Returns for 1 year | 13.53 | 13.46 | 101% |
| Returns for 3 years | 52.92 | 54.19 | 98% |
| Returns for 5 years | 50.17 | 45.13 | 111% |
| Returns for 10 years | 71.38 | 80.55 | 89% |
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