Ad is loading...
ATWYX vs CWGFX
ATWYX vs CWGFX Comparison
Open Charts ATWYX vs CWGFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$20.97
Change+$1.65 (+8.54%)
VolumeN/A
Net Assets730.8M
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
ATWYX vs CWGFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. CWGFX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. ATWYX (731M). CWGFX pays higher dividends than ATWYX: CWGFX (1.59) vs ATWYX (1.26). ATWYX was incepted earlier than CWGFX: ATWYX (22 years) vs CWGFX (24 years). ATWYX (1.05) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). 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 : -7.38 vs. CWGFX (-10.91). ATWYX return over 5 years is better than : 47.30 vs. CWGFX (37.20).
| ATWYX | CWGFX | ATWYX / CWGFX | |
| Total Expense Ratio | 0.73 | 0.80 | 91% |
| Annual Report Gross Expense Ratio | 1.05 | 0.80 | 131% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -12.698 | -10.327 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 109B | 1% |
| Annual Yield % from dividends | 1.26 | 1.59 | 79% |
| Returns for 1 year | -7.38 | -10.91 | 68% |
| Returns for 3 years | 2.09 | 1.33 | 157% |
| Returns for 5 years | 47.30 | 37.20 | 127% |
| Returns for 10 years | 26.49 | 23.45 | 113% |
View a ticker or compare two or three
VS
VS
Ad is loading...