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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$21.95
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets830.68M
American Funds Capital World Gr&Inc C
Price$64.28
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.77B
ATWAX vs CWGCX Comparison Chart
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ATWAX vs. CWGCX commentary
May 10, 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: 125B vs. ATWAX (831M). ATWAX pays higher dividends than CWGCX: ATWAX (1.02) vs CWGCX (0.92). 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 : 5.18 vs. CWGCX (1.42). ATWAX return over 5 years is better than : 58.66 vs. CWGCX (47.31).
| 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 | -0.227 | 2.583 | -9% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 125B | 1% |
| Annual Yield % from dividends | 1.02 | 0.92 | 110% |
| Returns for 1 year | 5.18 | 1.42 | 364% |
| Returns for 3 years | 29.28 | 28.22 | 104% |
| Returns for 5 years | 58.66 | 47.31 | 124% |
| Returns for 10 years | 42.59 | 38.31 | 111% |
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