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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.49
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets912.48M
American Funds Capital World Gr&Inc C
Price$70.57
Change-$0.30 (-0.42%)
VolumeN/A
Net Assets135.68B
ATWYX vs CWGCX Comparison Chart in %
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ATWYX vs. CWGCX commentary
Jul 13, 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 ATWYX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. ATWYX (912M). ATWYX pays higher dividends than CWGCX: ATWYX (1.12) vs CWGCX (0.83). ATWYX was incepted earlier than CWGCX: ATWYX (22 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than ATWYX (1.05). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than CWGCX: ATWYX (0) vs CWGCX (250). ATWYX annual gain was more profitable for investors over the last year : 10.79 vs. CWGCX (6.90). ATWYX return over 5 years is better than : 62.37 vs. CWGCX (45.80).
| ATWYX | CWGCX | ATWYX / CWGCX | |
| Total Expense Ratio | 0.73 | 1.49 | 49% |
| Annual Report Gross Expense Ratio | 1.05 | 1.49 | 70% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 10.664 | 13.006 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 136B | 1% |
| Annual Yield % from dividends | 1.12 | 0.83 | 135% |
| Returns for 1 year | 10.79 | 6.90 | 156% |
| Returns for 3 years | 50.16 | 49.90 | 101% |
| Returns for 5 years | 62.37 | 45.80 | 136% |
| Returns for 10 years | 60.24 | 54.65 | 110% |
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