Ad is loading...
ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$22.80
Change-$0.38 (-1.64%)
VolumeN/A
Net Assets872.87M
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
ATWCX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWCX vs. CWGCX commentary
Feb 23, 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: 128B vs. ATWCX (873M). 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 : 12.32 vs. CWGCX (6.26). ATWCX return over 5 years is better than : 38.35 vs. CWGCX (29.73).
| 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 | 3.542 | 4.224 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 12.32 | 6.26 | 197% |
| Returns for 3 years | 19.18 | 14.81 | 130% |
| Returns for 5 years | 38.35 | 29.73 | 129% |
| Returns for 10 years | 43.79 | 41.32 | 106% |