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ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$24.38
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets910.34M
American Funds Capital World Gr&Inc C
Price$70.73
Change+$0.28 (+0.40%)
VolumeN/A
Net Assets135.41B
ATWCX vs CWGCX Comparison Chart in %
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ATWCX vs. CWGCX commentary
Jul 18, 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.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. ATWCX (910M). CWGCX pays higher dividends than ATWCX: CWGCX (0.83) 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 : 9.56 vs. CWGCX (8.10). ATWCX return over 5 years is better than : 54.57 vs. CWGCX (45.26).
| 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 | 9.855 | 13.262 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 135B | 1% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | 9.56 | 8.10 | 118% |
| Returns for 3 years | 45.99 | 49.71 | 93% |
| Returns for 5 years | 54.57 | 45.26 | 121% |
| Returns for 10 years | 50.70 | 54.19 | 94% |
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