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ATWCX vs RWIEX
ATWCX vs RWIEX Comparison
Open Charts ATWCX vs RWIEX
AB Tax-Managed Wealth Apprec Strat C
Price$26.27
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets978.35M
American Funds Capital World Gr&Inc R4
Price$77.11
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
ATWCX vs RWIEX Comparison Chart in %
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ATWCX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ATWCX (978M). RWIEX pays higher dividends than ATWCX: RWIEX (1.34) 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 (13.48) and RWIEX (13.01) have marching annual gain over last year. ATWCX return over 5 years is better than : 46.84 vs. RWIEX (41.39).
| 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 | 19.301 | 23.017 | 84% |
| 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 | 1.34 | - |
| Returns for 1 year | 13.48 | 13.01 | 104% |
| Returns for 3 years | 49.94 | 50.71 | 98% |
| Returns for 5 years | 46.84 | 41.39 | 113% |
| Returns for 10 years | 71.05 | 81.26 | 87% |
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