Interact to see
Advertisement
Advertisement
ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.15
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets962.59M
American Funds Capital World Gr&Inc R3
Price$74.77
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
ATWYX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. RWICX commentary
Oct 19, 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 ATWYX is a Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 141B vs. ATWYX (963M). RWICX pays higher dividends than ATWYX: RWICX (1.14) vs ATWYX (1.05). ATWYX was incepted earlier than RWICX: ATWYX (22 years) vs RWICX (23 years). RWICX (1.06) and ATWYX (1.05) have similar cost to investors . RWICX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than RWICX: ATWYX (0) vs RWICX (250). ATWYX annual gain was more profitable for investors over the last year : 14.76 vs. RWICX (10.41). ATWYX return over 5 years is better than : 60.04 vs. RWICX (48.94).
| ATWYX | RWICX | ATWYX / RWICX | |
| Total Expense Ratio | 0.73 | 1.06 | 69% |
| Annual Report Gross Expense Ratio | 1.05 | 1.06 | 99% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 18.165 | 19.680 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 141B | 1% |
| Annual Yield % from dividends | 1.05 | 1.14 | 92% |
| Returns for 1 year | 14.76 | 10.41 | 142% |
| Returns for 3 years | 65.70 | 65.55 | 100% |
| Returns for 5 years | 60.04 | 48.94 | 123% |
| Returns for 10 years | 79.83 | 74.99 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement