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ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets931.41M
American Funds Capital World Gr&Inc C
Price$70.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
ATWCX vs CWGCX Comparison Chart in %
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ATWCX vs. CWGCX commentary
Aug 10, 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 ATWCX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. ATWCX (931M). CWGCX pays higher dividends than ATWCX: CWGCX (0.84) vs ATWCX (0.00). ATWCX was incepted earlier than CWGCX: ATWCX (22 years) vs CWGCX (24 years). ATWCX (2.06) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). CWGCX has a lower initial minimum investment than ATWCX: CWGCX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 18.79 vs. CWGCX (13.48). ATWCX return over 5 years is better than : 53.90 vs. CWGCX (43.17).
| ATWCX | CWGCX | ATWCX / CWGCX | |
| Total Expense Ratio | 1.74 | 1.49 | 117% |
| Annual Report Gross Expense Ratio | 2.06 | 1.49 | 138% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 12.807 | 13.582 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | 18.79 | 13.48 | 139% |
| Returns for 3 years | 40.98 | 41.53 | 99% |
| Returns for 5 years | 53.90 | 43.17 | 125% |
| Returns for 10 years | 58.61 | 56.97 | 103% |
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