Interact to see
Advertisement
Advertisement
ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$23.41
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
ATWAX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWAX vs. CWGCX commentary
Jun 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 ATWAX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. ATWAX (876M). ATWAX pays higher dividends than CWGCX: ATWAX (0.95) vs CWGCX (0.87). ATWAX was incepted earlier than CWGCX: ATWAX (22 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than ATWAX (1.30). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). CWGCX has a lower initial minimum investment than ATWAX: CWGCX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 8.64 vs. CWGCX (5.53). ATWAX return over 5 years is better than : 53.76 vs. CWGCX (42.30).
| ATWAX | CWGCX | ATWAX / CWGCX | |
| Total Expense Ratio | 0.98 | 1.49 | 66% |
| Annual Report Gross Expense Ratio | 1.30 | 1.49 | 87% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.404 | 8.711 | 62% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 0.95 | 0.87 | 110% |
| Returns for 1 year | 8.64 | 5.53 | 156% |
| Returns for 3 years | 29.13 | 26.86 | 108% |
| Returns for 5 years | 53.76 | 42.30 | 127% |
| Returns for 10 years | 52.47 | 49.31 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers