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ATWAX vs CWGFX
ATWAX vs CWGFX Comparison
Open Charts ATWAX vs CWGFX
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 F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
ATWAX vs CWGFX Comparison Chart
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ATWAX vs. CWGFX 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. ATWAX (793M). CWGFX pays higher dividends than ATWAX: CWGFX (1.59) vs ATWAX (1.01). ATWAX was incepted earlier than CWGFX: ATWAX (22 years) vs CWGFX (24 years). ATWAX (1.30) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). CWGFX has a lower initial minimum investment than ATWAX: CWGFX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 1.30 vs. CWGFX (-4.10). ATWAX return over 5 years is better than : 58.39 vs. CWGFX (46.64).
| ATWAX | CWGFX | ATWAX / CWGFX | |
| Total Expense Ratio | 0.98 | 0.80 | 122% |
| Annual Report Gross Expense Ratio | 1.30 | 0.80 | 163% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -5.268 | -4.156 | 127% |
| 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 | 1.59 | 64% |
| Returns for 1 year | 1.30 | -4.10 | -32% |
| Returns for 3 years | 11.73 | 9.79 | 120% |
| Returns for 5 years | 58.39 | 46.64 | 125% |
| Returns for 10 years | 35.79 | 32.33 | 111% |
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