Interact to see
Advertisement
Advertisement
ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$23.54
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
ATWYX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. CWGCX commentary
Jun 07, 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: 131B vs. ATWYX (876M). ATWYX pays higher dividends than CWGCX: ATWYX (1.19) vs CWGCX (0.87). 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 : 8.90 vs. CWGCX (5.53). ATWYX return over 5 years is better than : 55.14 vs. CWGCX (42.30).
| 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 | 5.468 | 8.711 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 1.19 | 0.87 | 136% |
| Returns for 1 year | 8.90 | 5.53 | 161% |
| Returns for 3 years | 29.75 | 26.86 | 111% |
| Returns for 5 years | 55.14 | 42.30 | 130% |
| Returns for 10 years | 54.85 | 49.31 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement