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ATWCX vs CWGFX
ATWCX vs CWGFX Comparison
Open Charts ATWCX vs CWGFX
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 F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
ATWCX vs CWGFX Comparison Chart
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ATWCX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. ATWCX (868M). CWGFX pays higher dividends than ATWCX: CWGFX (1.64) vs ATWCX (0.00). ATWCX was incepted earlier than CWGFX: ATWCX (21 years) vs CWGFX (24 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (13.00). 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 : 19.46 vs. CWGFX (10.89). ATWCX return over 5 years is better than : 34.35 vs. CWGFX (27.58).
| ATWCX | CWGFX | ATWCX / CWGFX | |
| 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 | 2.051 | 113% |
| 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 | 1.64 | - |
| Returns for 1 year | 19.46 | 10.89 | 179% |
| Returns for 3 years | 11.87 | 8.51 | 139% |
| Returns for 5 years | 34.35 | 27.58 | 125% |
| Returns for 10 years | 49.45 | 47.73 | 104% |
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