Interact to see
Advertisement
Advertisement
ATWYX vs RWIEX
ATWYX vs RWIEX Comparison
Open Charts ATWYX vs RWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.96
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets992.83M
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ATWYX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. RWIEX commentary
Dec 28, 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 StrongBuy and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ATWYX (993M). RWIEX pays higher dividends than ATWYX: RWIEX (1.34) vs ATWYX (1.03). ATWYX was incepted earlier than RWIEX: ATWYX (22 years) vs RWIEX (24 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 (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 : 15.22 vs. RWIEX (12.38). ATWYX return over 5 years is better than : 47.95 vs. RWIEX (31.21).
| 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 | 24 years | - |
| Gain YTD | 17.307 | 14.434 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 993M | 142B | 1% |
| Annual Yield % from dividends | 1.03 | 1.34 | 77% |
| Returns for 1 year | 15.22 | 12.38 | 123% |
| Returns for 3 years | 64.69 | 46.17 | 140% |
| Returns for 5 years | 47.95 | 31.21 | 154% |
| Returns for 10 years | 91.30 | 73.56 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers