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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.43
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets968.45M
American Funds Capital World Gr&Inc C
Price$75.35
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
ATWYX vs CWGCX Comparison Chart in %
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ATWYX vs. CWGCX commentary
Oct 09, 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: 142B vs. ATWYX (968M). ATWYX pays higher dividends than CWGCX: ATWYX (1.05) vs CWGCX (0.77). ATWYX was incepted earlier than CWGCX: ATWYX (22 years) vs CWGCX (25 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 : 16.75 vs. CWGCX (11.91). ATWYX return over 5 years is better than : 60.08 vs. CWGCX (47.64).
| 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 | 25 years | - |
| Gain YTD | 18.753 | 20.756 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 142B | 1% |
| Annual Yield % from dividends | 1.05 | 0.77 | 136% |
| Returns for 1 year | 16.75 | 11.91 | 141% |
| Returns for 3 years | 69.03 | 66.77 | 103% |
| Returns for 5 years | 60.08 | 47.64 | 126% |
| Returns for 10 years | 81.86 | 74.73 | 110% |
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