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ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$25.81
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets964.48M
American Funds Capital World Gr&Inc C
Price$74.22
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets140.8B
ATWCX vs CWGCX Comparison Chart in %
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ATWCX vs. CWGCX commentary
Sep 19, 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: 141B vs. ATWCX (964M). CWGCX pays higher dividends than ATWCX: CWGCX (0.82) vs ATWCX (0.00). ATWCX was incepted earlier than CWGCX: ATWCX (22 years) vs CWGCX (25 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 : 16.82 vs. CWGCX (13.36). ATWCX return over 5 years is better than : 59.13 vs. CWGCX (49.15).
| 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 | 25 years | - |
| Gain YTD | 16.712 | 18.945 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 964M | 141B | 1% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 16.82 | 13.36 | 126% |
| Returns for 3 years | 53.98 | 55.40 | 97% |
| Returns for 5 years | 59.13 | 49.15 | 120% |
| Returns for 10 years | 74.32 | 76.93 | 97% |
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