ATWCX
Price
$20.76
Change
-$0.96 (-4.42%)
Updated
Apr 3 closing price
Net Assets
828.49M
CWGCX
Price
$60.90
Change
-$2.20 (-3.49%)
Updated
Apr 3 closing price
Net Assets
123.19B
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ATWCX vs CWGCX

Header iconATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCXBanner chart's image
AB Tax-Managed Wealth Apprec Strat C
Price$20.76
Change-$0.96 (-4.42%)
VolumeN/A
Net Assets828.49M
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
ATWCX vs CWGCX Comparison Chart
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ATWCX vs. CWGCX commentary
Apr 04, 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 Hold and CWGCX is a Buy.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. ATWCX (828M). CWGCX pays higher dividends than ATWCX: CWGCX (0.93) 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 : 3.92 vs. CWGCX (-0.53). ATWCX return over 5 years is better than : 78.18 vs. CWGCX (64.18).
ATWCXCWGCXATWCX / CWGCX
Total Expense Ratio1.741.49117%
Annual Report Gross Expense Ratio2.061.49138%
Fund Existence22 years24 years-
Gain YTD-1.3620.700-195%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets828M123B1%
Annual Yield % from dividends0.000.93-
Returns for 1 year3.92-0.53-736%
Returns for 3 years10.319.63107%
Returns for 5 years78.1864.18122%
Returns for 10 years37.0637.6199%
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