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ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.15
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets962.59M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
ATWYX vs RWIEX Comparison Chart in %
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ATWYX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. ATWYX (963M). RWIEX pays higher dividends than ATWYX: RWIEX (1.38) vs ATWYX (1.05). ATWYX was incepted earlier than RWIEX: ATWYX (22 years) vs RWIEX (23 years). ATWYX (1.05) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). 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 : 14.76 vs. RWIEX (10.77). ATWYX return over 5 years is better than : 60.04 vs. RWIEX (50.71).
| ATWYX | RWIEX | ATWYX / RWIEX | |
| Total Expense Ratio | 0.73 | 0.76 | 96% |
| Annual Report Gross Expense Ratio | 1.05 | 0.76 | 138% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 18.165 | 19.970 | 91% |
| 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 | 1.38 | 76% |
| Returns for 1 year | 14.76 | 10.77 | 137% |
| Returns for 3 years | 65.70 | 66.98 | 98% |
| Returns for 5 years | 60.04 | 50.71 | 118% |
| Returns for 10 years | 79.83 | 77.20 | 103% |
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