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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$20.25
Change-$0.61 (-2.92%)
VolumeN/A
Net Assets793.28M
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
ATWAX vs CWGCX Comparison Chart
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ATWAX vs. CWGCX commentary
Apr 11, 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 Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. ATWAX (793M). ATWAX pays higher dividends than CWGCX: ATWAX (1.01) vs CWGCX (0.93). 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 : 1.30 vs. CWGCX (-4.78). ATWAX return over 5 years is better than : 58.39 vs. CWGCX (43.23).
| 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 | -5.268 | -4.311 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 117B | 1% |
| Annual Yield % from dividends | 1.01 | 0.93 | 109% |
| Returns for 1 year | 1.30 | -4.78 | -27% |
| Returns for 3 years | 11.73 | 8.04 | 146% |
| Returns for 5 years | 58.39 | 43.23 | 135% |
| Returns for 10 years | 35.79 | 29.23 | 122% |
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