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ATWCX vs FWCGX
ATWCX vs FWCGX Comparison
Open Charts ATWCX vs FWCGX
AB Tax-Managed Wealth Apprec Strat C
Price$23.27
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets879.23M
American Funds Capital World Gr&Inc529F3
Price$68.64
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets130.89B
ATWCX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. ATWCX (879M). FWCGX pays higher dividends than ATWCX: FWCGX (1.81) vs ATWCX (0.00). ATWCX was incepted earlier than FWCGX: ATWCX (22 years) vs FWCGX (5 years). ATWCX (2.06) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). FWCGX has a lower initial minimum investment than ATWCX: FWCGX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 7.18 vs. FWCGX (6.05).
| ATWCX | FWCGX | ATWCX / FWCGX | |
| Total Expense Ratio | 1.74 | 0.47 | 370% |
| Annual Report Gross Expense Ratio | 2.06 | 0.47 | 438% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 5.722 | 9.091 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 879M | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.81 | - |
| Returns for 1 year | 7.18 | 6.05 | 119% |
| Returns for 3 years | 43.35 | 49.48 | 88% |
| Returns for 5 years | 54.89 | N/A | - |
| Returns for 10 years | 45.65 | N/A | - |
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