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ATWCX vs FWGIX
ATWCX vs FWGIX Comparison
Open Charts ATWCX vs FWGIX
AB Tax-Managed Wealth Apprec Strat C
Price$22.34
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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ATWCX vs FWGIX Comparison Chart
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ATWCX vs. FWGIX commentary
Sep 21, 2024
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 StrongSell and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. ATWCX (863M). FWGIX pays higher dividends than ATWCX: FWGIX (1.99) vs ATWCX (0.00). ATWCX was incepted earlier than FWGIX: ATWCX (21 years) vs FWGIX (8 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (13.00). ATWCX has a lower initial minimum investment than FWGIX: ATWCX (2500) vs FWGIX (1000000). ATWCX annual gain was more profitable for investors over the last year : 28.02 vs. FWGIX (25.16). FWGIX return over 5 years is better than : 47.14 vs. ATWCX (42.59).
| ATWCX | FWGIX | ATWCX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 17.765 | 14.462 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 128B | 1% |
| Annual Yield % from dividends | 0.00 | 1.99 | - |
| Returns for 1 year | 28.02 | 25.16 | 111% |
| Returns for 3 years | 7.82 | 9.83 | 80% |
| Returns for 5 years | 42.59 | 47.14 | 90% |
| Returns for 10 years | 45.64 | N/A | - |