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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$25.34
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets937.76M
American Funds Capital World Gr&Inc C
Price$72.18
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
ATWAX vs CWGCX Comparison Chart in %
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ATWAX vs. CWGCX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. ATWAX (938M). ATWAX pays higher dividends than CWGCX: ATWAX (0.88) vs CWGCX (0.84). 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 : 14.89 vs. CWGCX (9.77). ATWAX return over 5 years is better than : 54.51 vs. CWGCX (40.49).
| 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 | 14.668 | 15.584 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 137B | 1% |
| Annual Yield % from dividends | 0.88 | 0.84 | 106% |
| Returns for 1 year | 14.89 | 9.77 | 152% |
| Returns for 3 years | 47.99 | 46.73 | 103% |
| Returns for 5 years | 54.51 | 40.49 | 135% |
| Returns for 10 years | 76.74 | 70.06 | 110% |
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