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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.11
Change-$0.60 (-2.64%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
ATWYX vs CWGCX Comparison Chart
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ATWYX vs. CWGCX commentary
Dec 19, 2024
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 StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. ATWYX (874M). 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 : 22.18 vs. CWGCX (11.39). ATWYX return over 5 years is better than : 43.88 vs. CWGCX (29.79).
| 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 | 20.388 | 9.830 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 121B | 1% |
| Annual Yield % from dividends | 1.08 | 1.04 | 103% |
| Returns for 1 year | 22.18 | 11.39 | 195% |
| Returns for 3 years | 14.45 | 8.48 | 170% |
| Returns for 5 years | 43.88 | 29.79 | 147% |
| Returns for 10 years | 56.17 | 44.61 | 126% |
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