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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$25.56
Change-$0.25 (-0.97%)
VolumeN/A
Net Assets954.55M
American Funds Capital World Gr&Inc C
Price$73.70
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
ATWAX vs CWGCX Comparison Chart in %
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ATWAX vs. CWGCX commentary
Nov 19, 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: 140B vs. ATWAX (955M). ATWAX pays higher dividends than CWGCX: ATWAX (0.83) vs CWGCX (0.75). 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 : 14.59 vs. CWGCX (11.28). ATWAX return over 5 years is better than : 51.83 vs. CWGCX (37.57).
| 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 | 17.212 | 18.112 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 140B | 1% |
| Annual Yield % from dividends | 0.83 | 0.75 | 110% |
| Returns for 1 year | 14.59 | 11.28 | 129% |
| Returns for 3 years | 53.30 | 47.52 | 112% |
| Returns for 5 years | 51.83 | 37.57 | 138% |
| Returns for 10 years | 73.78 | 68.97 | 107% |
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