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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
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 R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
ATWYX vs RWIFX Comparison Chart in %
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ATWYX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ATWYX (1.01B). RWIFX pays higher dividends than ATWYX: RWIFX (1.70) vs ATWYX (1.14). ATWYX was incepted earlier than RWIFX: ATWYX (22 years) vs RWIFX (24 years). ATWYX (1.01) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (23.00). ATWYX has a lower initial minimum investment than RWIFX: ATWYX (0) vs RWIFX (250). ATWYX annual gain was more profitable for investors over the last year : 18.26 vs. RWIFX (16.61). ATWYX return over 5 years is better than : 46.32 vs. RWIFX (32.39).
| ATWYX | RWIFX | ATWYX / RWIFX | |
| Total Expense Ratio | 0.73 | 0.46 | 159% |
| Annual Report Gross Expense Ratio | 1.01 | 0.46 | 220% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.420 | 4.964 | 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 | 1.70 | 67% |
| Returns for 1 year | 18.26 | 16.61 | 110% |
| Returns for 3 years | 57.02 | 44.56 | 128% |
| Returns for 5 years | 46.32 | 32.39 | 143% |
| Returns for 10 years | 120.50 | 102.75 | 117% |
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