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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
AB Tax-Managed Wealth Apprec Strat C
Price$26.43
Change+$0.42 (+1.61%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
ATWCX vs RWIEX Comparison Chart in %
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ATWCX vs. RWIEX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ATWCX (1.02B). RWIEX pays higher dividends than ATWCX: RWIEX (1.44) vs ATWCX (0.28). ATWCX was incepted earlier than RWIEX: ATWCX (22 years) vs RWIEX (24 years). ATWCX (2.02) 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 : 17.08 vs. RWIEX (16.23). ATWCX return over 5 years is better than : 40.40 vs. RWIEX (30.74).
| ATWCX | RWIEX | ATWCX / RWIEX | |
| Total Expense Ratio | 1.74 | 0.76 | 229% |
| Annual Report Gross Expense Ratio | 2.02 | 0.76 | 266% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.363 | 4.940 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 142B | 1% |
| Annual Yield % from dividends | 0.28 | 1.44 | 20% |
| Returns for 1 year | 17.08 | 16.23 | 105% |
| Returns for 3 years | 52.26 | 43.21 | 121% |
| Returns for 5 years | 40.40 | 30.74 | 131% |
| Returns for 10 years | 107.14 | 100.15 | 107% |
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