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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.09
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets826.68M
American Funds Capital World Gr&Inc C
Price$64.17
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets124.56B
ATWYX vs CWGCX Comparison Chart
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ATWYX vs. CWGCX commentary
May 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: 125B vs. ATWYX (827M). ATWYX pays higher dividends than CWGCX: ATWYX (1.26) vs CWGCX (0.92). 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 : 5.08 vs. CWGCX (1.19). ATWYX return over 5 years is better than : 58.69 vs. CWGCX (46.62).
| 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 | -0.994 | 2.104 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 125B | 1% |
| Annual Yield % from dividends | 1.26 | 0.92 | 137% |
| Returns for 1 year | 5.08 | 1.19 | 429% |
| Returns for 3 years | 25.41 | 24.02 | 106% |
| Returns for 5 years | 58.69 | 46.62 | 126% |
| Returns for 10 years | 42.85 | 36.56 | 117% |
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