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ATWCX vs WGIFX
ATWCX vs WGIFX Comparison
Open Charts ATWCX vs WGIFX
AB Tax-Managed Wealth Apprec Strat C
Price$25.46
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets945.64M
American Funds Capital World Gr&Inc F2
Price$74.70
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
ATWCX vs WGIFX Comparison Chart in %
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ATWCX vs. WGIFX commentary
Nov 20, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 139B vs. ATWCX (946M). WGIFX pays higher dividends than ATWCX: WGIFX (1.56) 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). WGIFX (12.47) and ATWCX (12.35) have marching annual gain over last year. ATWCX return over 5 years is better than : 47.02 vs. WGIFX (43.13).
| 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 | 15.304 | 19.192 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 139B | 1% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | 12.35 | 12.47 | 99% |
| Returns for 3 years | 49.53 | 51.79 | 96% |
| Returns for 5 years | 47.02 | 43.13 | 109% |
| Returns for 10 years | 65.32 | 75.66 | 86% |
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