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ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$22.53
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets868.14M
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
ATWCX vs CWGCX Comparison Chart
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ATWCX vs. CWGCX commentary
Jan 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 Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. ATWCX (868M). CWGCX pays higher dividends than ATWCX: CWGCX (1.04) vs ATWCX (0.00). ATWCX was incepted earlier than CWGCX: ATWCX (21 years) vs CWGCX (24 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (13.00). 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 : 19.46 vs. CWGCX (10.07). ATWCX return over 5 years is better than : 34.35 vs. CWGCX (24.90).
| ATWCX | CWGCX | ATWCX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 2.316 | 2.024 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 127B | 1% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 19.46 | 10.07 | 193% |
| Returns for 3 years | 11.87 | 6.96 | 170% |
| Returns for 5 years | 34.35 | 24.90 | 138% |
| Returns for 10 years | 49.45 | 44.49 | 111% |