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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$24.48
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets910.34M
American Funds Capital World Gr&Inc C
Price$70.45
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
ATWAX vs CWGCX Comparison Chart in %
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ATWAX vs. CWGCX commentary
Jul 18, 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: 135B vs. ATWAX (910M). ATWAX pays higher dividends than CWGCX: ATWAX (0.90) vs CWGCX (0.83). 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 : 10.46 vs. CWGCX (6.05). ATWAX return over 5 years is better than : 58.55 vs. CWGCX (44.69).
| 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 | 10.354 | 12.813 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 135B | 1% |
| Annual Yield % from dividends | 0.90 | 0.83 | 108% |
| Returns for 1 year | 10.46 | 6.05 | 173% |
| Returns for 3 years | 48.30 | 49.03 | 99% |
| Returns for 5 years | 58.55 | 44.69 | 131% |
| Returns for 10 years | 56.95 | 53.42 | 107% |
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