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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$22.26
Change+$0.15 (+0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$63.47
Change+$0.58 (+0.92%)
VolumeN/A
CapitalizationN/A
ATWAX vs CWGCX Comparison Chart
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ATWAX vs. CWGCX commentary
Dec 24, 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 StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. ATWAX (854M). 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 : 19.04 vs. CWGCX (8.65). ATWAX return over 5 years is better than : 39.86 vs. CWGCX (26.88).
| 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 | 18.224 | 7.842 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 125B | 1% |
| Annual Yield % from dividends | 0.87 | 1.04 | 84% |
| Returns for 1 year | 19.04 | 8.65 | 220% |
| Returns for 3 years | 9.51 | 4.04 | 235% |
| Returns for 5 years | 39.86 | 26.88 | 148% |
| Returns for 10 years | 50.35 | 41.47 | 121% |
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