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ATWCX vs FCWGX
ATWCX vs FCWGX Comparison
Open Charts ATWCX vs FCWGX
AB Tax-Managed Wealth Apprec Strat C
Price$24.38
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets910.34M
American Funds Capital World Gr&Inc529F2
Price$71.67
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
ATWCX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B vs. ATWCX (910M). FCWGX pays higher dividends than ATWCX: FCWGX (1.68) vs ATWCX (0.00). ATWCX was incepted earlier than FCWGX: ATWCX (22 years) vs FCWGX (5 years). ATWCX (2.06) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). FCWGX has a lower initial minimum investment than ATWCX: FCWGX (250) vs ATWCX (2500). ATWCX (9.56) and FCWGX (9.22) have marching annual gain over last year.
| ATWCX | FCWGX | ATWCX / FCWGX | |
| Total Expense Ratio | 1.74 | 0.52 | 335% |
| Annual Report Gross Expense Ratio | 2.06 | 0.52 | 396% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 9.855 | 13.840 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 135B | 1% |
| Annual Yield % from dividends | 0.00 | 1.68 | - |
| Returns for 1 year | 9.56 | 9.22 | 104% |
| Returns for 3 years | 45.99 | 55.34 | 83% |
| Returns for 5 years | 54.57 | N/A | - |
| Returns for 10 years | 50.70 | N/A | - |
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