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ATWCX vs RWIHX
ATWCX vs RWIHX Comparison
Open Charts ATWCX vs RWIHX
AB Tax-Managed Wealth Apprec Strat C
Price$24.79
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc R5E
Price$71.88
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
ATWCX vs RWIHX Comparison Chart in %
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ATWCX vs. RWIHX commentary
Jul 29, 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: 137B vs. ATWCX (935M). 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 : 16.64 vs. RWIHX (12.31). ATWCX return over 5 years is better than : 59.49 vs. RWIHX (48.91).
| 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 | 12.988 | 14.402 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 16.64 | 12.31 | 135% |
| Returns for 3 years | 46.96 | 45.11 | 104% |
| Returns for 5 years | 59.49 | 48.91 | 122% |
| Returns for 10 years | 58.47 | N/A | - |
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