ATWCX
Price
$21.19
Change
+$0.37 (+1.78%)
Updated
Apr 24 closing price
Net Assets
791.23M
CWGCX
Price
$62.30
Change
+$0.98 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
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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$21.19
Change+$0.37 (+1.78%)
VolumeN/A
Net Assets791.23M
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
ATWCX vs CWGCX Comparison Chart
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ATWCX vs. CWGCX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. ATWCX (791M). 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 : 0.59 vs. CWGCX (-2.22). ATWCX return over 5 years is better than : 50.48 vs. CWGCX (43.13).
ATWCXCWGCXATWCX / CWGCX
Total Expense Ratio1.741.49117%
Annual Report Gross Expense Ratio2.061.49138%
Fund Existence22 years24 years-
Gain YTD-6.721-3.450195%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets791M119B1%
Annual Yield % from dividends0.000.93-
Returns for 1 year0.59-2.22-26%
Returns for 3 years11.8712.8393%
Returns for 5 years50.4843.13117%
Returns for 10 years27.3428.6096%
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