Interact to see
Advertisement
Advertisement
ATWCX vs WGIFX
ATWCX vs WGIFX Comparison
Open Charts ATWCX vs WGIFX
AB Tax-Managed Wealth Apprec Strat C
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets931.41M
American Funds Capital World Gr&Inc F2
Price$71.81
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
ATWCX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWCX vs. WGIFX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. ATWCX (931M). WGIFX pays higher dividends than ATWCX: WGIFX (1.67) 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 : 18.79 vs. WGIFX (14.63). ATWCX return over 5 years is better than : 53.90 vs. WGIFX (48.30).
| 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 | 12.807 | 14.219 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.67 | - |
| Returns for 1 year | 18.79 | 14.63 | 128% |
| Returns for 3 years | 40.98 | 45.15 | 91% |
| Returns for 5 years | 53.90 | 48.30 | 112% |
| Returns for 10 years | 58.61 | 62.63 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement