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ATWYX vs RWICX
ATWYX vs RWICX Comparison
Open Charts ATWYX vs RWICX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.27
Change-$0.43 (-1.61%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc R3
Price$75.52
Change-$1.39 (-1.81%)
VolumeN/A
Net Assets144.09B
ATWYX vs RWICX Comparison Chart in %
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ATWYX vs. RWICX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 144B vs. ATWYX (981M). RWICX pays higher dividends than ATWYX: RWICX (1.11) vs ATWYX (1.03). 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 : 16.16 vs. RWICX (14.66). ATWYX return over 5 years is better than : 57.93 vs. RWICX (46.07).
| 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 | 20.651 | 23.105 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 1.03 | 1.11 | 93% |
| Returns for 1 year | 16.16 | 14.66 | 110% |
| Returns for 3 years | 57.22 | 54.82 | 104% |
| Returns for 5 years | 57.93 | 46.07 | 126% |
| Returns for 10 years | 85.83 | 83.71 | 103% |
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