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ATWCX vs WGIFX
ATWCX vs WGIFX Comparison
Open Charts ATWCX vs WGIFX
AB Tax-Managed Wealth Apprec Strat C
Price$25.31
Change-$0.70 (-2.69%)
VolumeN/A
Net Assets970.38M
American Funds Capital World Gr&Inc F2
Price$74.01
Change-$1.93 (-2.54%)
VolumeN/A
Net Assets142.2B
ATWCX vs WGIFX Comparison Chart in %
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ATWCX vs. WGIFX commentary
Oct 11, 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. ATWCX (970M). WGIFX pays higher dividends than ATWCX: WGIFX (1.59) vs ATWCX (0.00). ATWCX was incepted earlier than WGIFX: ATWCX (22 years) vs WGIFX (17 years). ATWCX (2.06) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). WGIFX has a lower initial minimum investment than ATWCX: WGIFX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 15.50 vs. WGIFX (9.52). ATWCX return over 5 years is better than : 55.01 vs. WGIFX (48.85).
| ATWCX | WGIFX | ATWCX / WGIFX | |
| Total Expense Ratio | 1.74 | 0.52 | 335% |
| Annual Report Gross Expense Ratio | 2.06 | 0.52 | 396% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 18.120 | 18.091 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 142B | 1% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 15.50 | 9.52 | 163% |
| Returns for 3 years | 68.68 | 69.63 | 99% |
| Returns for 5 years | 55.01 | 48.85 | 113% |
| Returns for 10 years | 73.55 | 77.97 | 94% |
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