ATWCX
Price
$24.40
Change
+$0.17 (+0.70%)
Updated
Jul 3 closing price
Net Assets
919.75M
RWIHX
Price
$71.43
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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ATWCX vs RWIHX

Header iconATWCX vs RWIHX Comparison
Open Charts ATWCX vs RWIHXBanner chart's image
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.

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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).
ATWCXRWIHXATWCX / RWIHX
Total Expense Ratio1.740.56311%
Annual Report Gross Expense Ratio2.060.56368%
Fund Existence22 years10 years-
Gain YTD10.80813.68579%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets920M136B1%
Annual Yield % from dividends0.001.64-
Returns for 1 year11.579.57121%
Returns for 3 years46.3750.9991%
Returns for 5 years60.4254.03112%
Returns for 10 years55.51N/A-
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