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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$20.97
Change+$1.65 (+8.54%)
VolumeN/A
Net Assets730.8M
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
ATWYX vs CWGCX Comparison Chart
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ATWYX vs. CWGCX commentary
Apr 11, 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: 109B vs. ATWYX (731M). ATWYX pays higher dividends than CWGCX: ATWYX (1.26) vs CWGCX (0.93). 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 : -7.38 vs. CWGCX (-11.55). ATWYX return over 5 years is better than : 47.30 vs. CWGCX (34.01).
| 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 | -12.698 | -10.472 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 109B | 1% |
| Annual Yield % from dividends | 1.26 | 0.93 | 136% |
| Returns for 1 year | -7.38 | -11.55 | 64% |
| Returns for 3 years | 2.09 | -0.30 | -695% |
| Returns for 5 years | 47.30 | 34.01 | 139% |
| Returns for 10 years | 26.49 | 20.56 | 129% |
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