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ATWYX vs RWIFX
ATWYX vs RWIFX Comparison
Open Charts ATWYX vs RWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.27
Change-$0.43 (-1.61%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
ATWYX vs RWIFX Comparison Chart in %
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ATWYX vs. RWIFX commentary
Nov 14, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. ATWYX (981M). RWIFX pays higher dividends than ATWYX: RWIFX (1.60) 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 (10.00). ATWYX has a lower initial minimum investment than RWIFX: ATWYX (0) vs RWIFX (250). ATWYX (16.16) and RWIFX (15.39) have marching annual gain over last year. ATWYX return over 5 years is better than : 57.93 vs. RWIFX (49.55).
| 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 | 20.651 | 23.740 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 1.03 | 1.60 | 64% |
| Returns for 1 year | 16.16 | 15.39 | 105% |
| Returns for 3 years | 57.22 | 57.49 | 100% |
| Returns for 5 years | 57.93 | 49.55 | 117% |
| Returns for 10 years | 85.83 | 88.26 | 97% |
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