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ATWCX vs RWIHX
ATWCX vs RWIHX Comparison
Open Charts ATWCX vs RWIHX
AB Tax-Managed Wealth Apprec Strat C
Price$24.40
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets919.75M
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWCX vs RWIHX Comparison Chart in %
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ATWCX vs. RWIHX commentary
Jul 07, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. ATWCX (920M). RWIHX pays higher dividends than ATWCX: RWIHX (1.64) vs ATWCX (0.00). ATWCX was incepted earlier than RWIHX: ATWCX (22 years) vs RWIHX (10 years). ATWCX (2.06) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). RWIHX has a lower initial minimum investment than ATWCX: RWIHX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 11.57 vs. RWIHX (9.57). ATWCX return over 5 years is better than : 60.42 vs. RWIHX (54.03).
| ATWCX | RWIHX | ATWCX / RWIHX | |
| Total Expense Ratio | 1.74 | 0.56 | 311% |
| Annual Report Gross Expense Ratio | 2.06 | 0.56 | 368% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 10.808 | 13.685 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 11.57 | 9.57 | 121% |
| Returns for 3 years | 46.37 | 50.99 | 91% |
| Returns for 5 years | 60.42 | 54.03 | 112% |
| Returns for 10 years | 55.51 | N/A | - |