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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
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 R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ATWYX vs RWIFX Comparison Chart in %
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ATWYX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ATWYX (993M). RWIFX pays higher dividends than ATWYX: RWIFX (1.59) vs ATWYX (1.03). ATWYX was incepted earlier than RWIFX: ATWYX (22 years) vs RWIFX (24 years). ATWYX (1.05) 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 : 15.22 vs. RWIFX (12.66). ATWYX return over 5 years is better than : 47.95 vs. RWIFX (32.78).
| ATWYX | RWIFX | ATWYX / RWIFX | |
| Total Expense Ratio | 0.73 | 0.46 | 159% |
| Annual Report Gross Expense Ratio | 1.05 | 0.46 | 228% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 17.307 | 14.720 | 118% |
| 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 | 1.59 | 65% |
| Returns for 1 year | 15.22 | 12.66 | 120% |
| Returns for 3 years | 64.69 | 47.45 | 136% |
| Returns for 5 years | 47.95 | 32.78 | 146% |
| Returns for 10 years | 91.30 | 75.72 | 121% |
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