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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$26.11
Change-$0.16 (-0.61%)
VolumeN/A
Net Assets974.47M
American Funds Capital World Gr&Inc C
Price$74.87
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
ATWAX vs CWGCX Comparison Chart in %
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ATWAX vs. CWGCX commentary
Oct 08, 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: 142B vs. ATWAX (974M). ATWAX pays higher dividends than CWGCX: ATWAX (0.84) vs CWGCX (0.77). ATWAX was incepted earlier than CWGCX: ATWAX (22 years) vs CWGCX (25 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 : 17.67 vs. CWGCX (11.38). ATWAX return over 5 years is better than : 61.23 vs. CWGCX (47.79).
| 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 | 25 years | - |
| Gain YTD | 19.301 | 19.987 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 142B | 1% |
| Annual Yield % from dividends | 0.84 | 0.77 | 110% |
| Returns for 1 year | 17.67 | 11.38 | 155% |
| Returns for 3 years | 69.13 | 65.71 | 105% |
| Returns for 5 years | 61.23 | 47.79 | 128% |
| Returns for 10 years | 80.25 | 73.61 | 109% |
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