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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.97
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc C
Price$70.40
Change+$0.42 (+0.60%)
VolumeN/A
Net Assets135.09B
ATWYX vs CWGCX Comparison Chart in %
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ATWYX vs. CWGCX commentary
Aug 08, 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: 135B vs. ATWYX (927M). ATWYX pays higher dividends than CWGCX: ATWYX (1.10) vs CWGCX (0.84). 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 : 20.86 vs. CWGCX (14.89). ATWYX return over 5 years is better than : 57.51 vs. CWGCX (42.10).
| 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 | 12.201 | 12.733 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 135B | 1% |
| Annual Yield % from dividends | 1.10 | 0.84 | 131% |
| Returns for 1 year | 20.86 | 14.89 | 140% |
| Returns for 3 years | 41.73 | 40.20 | 104% |
| Returns for 5 years | 57.51 | 42.10 | 137% |
| Returns for 10 years | 65.94 | 55.76 | 118% |
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