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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$23.00
Change+$0.08 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$67.30
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
ATWAX vs CWGCX Comparison Chart
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ATWAX vs. CWGCX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. ATWAX (869M). CWGCX pays higher dividends than ATWAX: CWGCX (1.04) vs ATWAX (0.87). ATWAX was incepted earlier than CWGCX: ATWAX (21 years) vs CWGCX (24 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (13.00). 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 : 26.67 vs. CWGCX (18.36). ATWAX return over 5 years is better than : 44.36 vs. CWGCX (38.47).
| ATWAX | CWGCX | ATWAX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 20.989 | 13.973 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 126B | 1% |
| Annual Yield % from dividends | 0.87 | 1.04 | 84% |
| Returns for 1 year | 26.67 | 18.36 | 145% |
| Returns for 3 years | 7.17 | 4.78 | 150% |
| Returns for 5 years | 44.36 | 38.47 | 115% |
| Returns for 10 years | 51.58 | 47.07 | 110% |
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