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ATWYX vs CWGFX
ATWYX vs CWGFX Comparison
Open Charts ATWYX vs CWGFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.95
Change-$0.37 (-1.59%)
VolumeN/A
Net Assets872.87M
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
ATWYX vs CWGFX Comparison Chart
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ATWYX vs. CWGFX commentary
Feb 23, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. ATWYX (873M). CWGFX pays higher dividends than ATWYX: CWGFX (1.64) vs ATWYX (1.08). ATWYX was incepted earlier than CWGFX: ATWYX (21 years) vs CWGFX (24 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). ATWYX has a lower initial minimum investment than CWGFX: ATWYX (0) vs CWGFX (250). ATWYX annual gain was more profitable for investors over the last year : 13.51 vs. CWGFX (7.04). ATWYX return over 5 years is better than : 43.14 vs. CWGFX (32.49).
| ATWYX | CWGFX | ATWYX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.705 | 4.307 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 128B | 1% |
| Annual Yield % from dividends | 1.08 | 1.64 | 66% |
| Returns for 1 year | 13.51 | 7.04 | 192% |
| Returns for 3 years | 21.71 | 16.46 | 132% |
| Returns for 5 years | 43.14 | 32.49 | 133% |
| Returns for 10 years | 52.08 | 44.44 | 117% |
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