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ATWYX vs CWGFX
ATWYX vs CWGFX Comparison
Open Charts ATWYX vs CWGFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.65
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets868.14M
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
ATWYX vs CWGFX Comparison Chart
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ATWYX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. ATWYX (868M). 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 : 20.70 vs. CWGFX (10.89). ATWYX return over 5 years is better than : 39.02 vs. CWGFX (27.58).
| 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 | 2.350 | 2.051 | 115% |
| 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 | 1.64 | 66% |
| Returns for 1 year | 20.70 | 10.89 | 190% |
| Returns for 3 years | 14.21 | 8.51 | 167% |
| Returns for 5 years | 39.02 | 27.58 | 141% |
| Returns for 10 years | 57.94 | 47.73 | 121% |
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