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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets935.43M
American Funds Capital World Gr&Inc C
Price$73.23
Change+$0.47 (+0.65%)
VolumeN/A
Net Assets136.84B
ATWYX vs CWGCX Comparison Chart in %
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ATWYX vs. CWGCX commentary
Nov 22, 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 Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. ATWYX (935M). ATWYX pays higher dividends than CWGCX: ATWYX (1.03) vs CWGCX (0.75). 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 : 11.63 vs. CWGCX (10.14). ATWYX return over 5 years is better than : 50.51 vs. CWGCX (36.86).
| 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 | 15.047 | 17.359 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 1.03 | 0.75 | 137% |
| Returns for 1 year | 11.63 | 10.14 | 115% |
| Returns for 3 years | 49.66 | 45.75 | 109% |
| Returns for 5 years | 50.51 | 36.86 | 137% |
| Returns for 10 years | 73.23 | 68.68 | 107% |
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