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ATWAX vs FWCGX
ATWAX vs FWCGX Comparison
Open Charts ATWAX vs FWCGX
AB Tax-Managed Wealth Apprec Strat A
Price$23.00
Change+$0.08 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc529F3
Price$68.18
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
ATWAX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 126B vs. ATWAX (869M). FWCGX pays higher dividends than ATWAX: FWCGX (1.94) vs ATWAX (0.87). ATWAX was incepted earlier than FWCGX: ATWAX (21 years) vs FWCGX (4 years). FWCGX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (13.00). FWCGX has a lower initial minimum investment than ATWAX: FWCGX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 26.67 vs. FWCGX (19.58).
| ATWAX | FWCGX | ATWAX / FWCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 4 years | - |
| Gain YTD | 20.989 | 15.008 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 126B | 1% |
| Annual Yield % from dividends | 0.87 | 1.94 | 45% |
| Returns for 1 year | 26.67 | 19.58 | 136% |
| Returns for 3 years | 7.17 | 9.51 | 75% |
| Returns for 5 years | 44.36 | N/A | - |
| Returns for 10 years | 51.58 | N/A | - |