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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.65
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets868.14M
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
ATWYX vs CWGCX Comparison Chart
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ATWYX vs. CWGCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. ATWYX (868M). ATWYX (1.08) and CWGCX (1.04) have matching dividends . ATWYX was incepted earlier than CWGCX: ATWYX (21 years) vs CWGCX (24 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). 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 : 20.70 vs. CWGCX (10.07). ATWYX return over 5 years is better than : 39.02 vs. CWGCX (24.90).
| ATWYX | CWGCX | ATWYX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 2.350 | 2.024 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 127B | 1% |
| Annual Yield % from dividends | 1.08 | 1.04 | 103% |
| Returns for 1 year | 20.70 | 10.07 | 205% |
| Returns for 3 years | 14.21 | 6.96 | 204% |
| Returns for 5 years | 39.02 | 24.90 | 157% |
| Returns for 10 years | 57.94 | 44.49 | 130% |
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