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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.61
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets1.01B
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
ATWYX vs RWIEX Comparison Chart in %
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ATWYX vs. RWIEX commentary
Feb 04, 2026
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 Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ATWYX (1.01B). RWIEX pays higher dividends than ATWYX: RWIEX (1.44) vs ATWYX (1.14). ATWYX was incepted earlier than RWIEX: ATWYX (22 years) vs RWIEX (24 years). ATWYX (1.01) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (23.00). ATWYX has a lower initial minimum investment than RWIEX: ATWYX (0) vs RWIEX (250). ATWYX annual gain was more profitable for investors over the last year : 18.26 vs. RWIEX (16.23). ATWYX return over 5 years is better than : 46.32 vs. RWIEX (30.74).
| ATWYX | RWIEX | ATWYX / RWIEX | |
| Total Expense Ratio | 0.73 | 0.76 | 96% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.420 | 4.940 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 142B | 1% |
| Annual Yield % from dividends | 1.14 | 1.44 | 79% |
| Returns for 1 year | 18.26 | 16.23 | 113% |
| Returns for 3 years | 57.02 | 43.21 | 132% |
| Returns for 5 years | 46.32 | 30.74 | 151% |
| Returns for 10 years | 120.50 | 100.15 | 120% |
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