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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.95
Change-$0.37 (-1.59%)
VolumeN/A
Net Assets872.87M
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
ATWYX vs CWGCX Comparison Chart
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ATWYX vs. CWGCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. ATWYX (873M). ATWYX (1.08) and CWGCX (1.04) have matching dividends . ATWYX was incepted earlier than CWGCX: ATWYX (21 years) vs CWGCX (24 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). 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 : 13.51 vs. CWGCX (6.26). ATWYX return over 5 years is better than : 43.14 vs. CWGCX (29.73).
| ATWYX | CWGCX | ATWYX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.705 | 4.224 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 128B | 1% |
| Annual Yield % from dividends | 1.08 | 1.04 | 103% |
| Returns for 1 year | 13.51 | 6.26 | 216% |
| Returns for 3 years | 21.71 | 14.81 | 147% |
| Returns for 5 years | 43.14 | 29.73 | 145% |
| Returns for 10 years | 52.08 | 41.32 | 126% |
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