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ATWCX vs CWGFX
ATWCX vs CWGFX Comparison
Open Charts ATWCX vs CWGFX
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 F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
ATWCX vs CWGFX Comparison Chart
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ATWCX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. ATWCX (828M). CWGFX pays higher dividends than ATWCX: CWGFX (1.59) vs ATWCX (0.00). ATWCX was incepted earlier than CWGFX: ATWCX (22 years) vs CWGFX (24 years). ATWCX (2.06) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). CWGFX has a lower initial minimum investment than ATWCX: CWGFX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 3.92 vs. CWGFX (0.19). ATWCX return over 5 years is better than : 78.18 vs. CWGFX (68.06).
| ATWCX | CWGFX | ATWCX / CWGFX | |
| Total Expense Ratio | 1.74 | 0.80 | 218% |
| Annual Report Gross Expense Ratio | 2.06 | 0.80 | 257% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -1.362 | 0.845 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 3.92 | 0.19 | 2,070% |
| Returns for 3 years | 10.31 | 11.40 | 90% |
| Returns for 5 years | 78.18 | 68.06 | 115% |
| Returns for 10 years | 37.06 | 40.90 | 91% |
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