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ATWYX vs RWIHX
ATWYX vs RWIHX Comparison
Open Charts ATWYX vs RWIHX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.64
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets919.75M
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWYX vs RWIHX Comparison Chart in %
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ATWYX vs. RWIHX commentary
Jul 07, 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 Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. ATWYX (920M). RWIHX pays higher dividends than ATWYX: RWIHX (1.64) vs ATWYX (1.12). ATWYX was incepted earlier than RWIHX: ATWYX (22 years) vs RWIHX (10 years). ATWYX (1.05) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than RWIHX: ATWYX (0) vs RWIHX (250). ATWYX annual gain was more profitable for investors over the last year : 12.68 vs. RWIHX (9.57). ATWYX return over 5 years is better than : 66.00 vs. RWIHX (54.03).
| ATWYX | RWIHX | ATWYX / RWIHX | |
| Total Expense Ratio | 0.73 | 0.56 | 130% |
| Annual Report Gross Expense Ratio | 1.05 | 0.56 | 188% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 11.342 | 13.685 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 1.12 | 1.64 | 68% |
| Returns for 1 year | 12.68 | 9.57 | 132% |
| Returns for 3 years | 49.38 | 50.99 | 97% |
| Returns for 5 years | 66.00 | 54.03 | 122% |
| Returns for 10 years | 64.37 | N/A | - |