ATWCX
Price
$21.19
Change
+$0.37 (+1.78%)
Updated
Apr 24 closing price
Net Assets
791.23M
CWGFX
Price
$62.95
Change
+$0.99 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
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ATWCX vs CWGFX

Header iconATWCX vs CWGFX Comparison
Open Charts ATWCX vs CWGFXBanner 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 F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
ATWCX vs CWGFX Comparison Chart
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ATWCX vs. CWGFX 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 CWGFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. ATWCX (791M). 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 : 0.59 vs. CWGFX (-1.52). ATWCX return over 5 years is better than : 50.48 vs. CWGFX (46.51).
ATWCXCWGFXATWCX / CWGFX
Total Expense Ratio1.740.80218%
Annual Report Gross Expense Ratio2.060.80257%
Fund Existence22 years24 years-
Gain YTD-6.721-3.269206%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets791M119B1%
Annual Yield % from dividends0.001.59-
Returns for 1 year0.59-1.52-39%
Returns for 3 years11.8714.6781%
Returns for 5 years50.4846.51109%
Returns for 10 years27.3431.6786%
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