Interact to see
Advertisement
Advertisement
ATWYX vs FCWGX
ATWYX vs FCWGX Comparison
Open Charts ATWYX vs FCWGX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.49
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets912.48M
American Funds Capital World Gr&Inc529F2
Price$71.49
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets135.68B
ATWYX vs FCWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. ATWYX (912M). FCWGX pays higher dividends than ATWYX: FCWGX (1.68) vs ATWYX (1.12). ATWYX was incepted earlier than FCWGX: ATWYX (22 years) vs FCWGX (5 years). ATWYX (1.05) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than FCWGX: ATWYX (0) vs FCWGX (250). ATWYX annual gain was more profitable for investors over the last year : 10.79 vs. FCWGX (8.01).
| ATWYX | FCWGX | ATWYX / FCWGX | |
| Total Expense Ratio | 0.73 | 0.52 | 140% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 10.664 | 13.554 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 136B | 1% |
| Annual Yield % from dividends | 1.12 | 1.68 | 67% |
| Returns for 1 year | 10.79 | 8.01 | 135% |
| Returns for 3 years | 50.16 | 55.52 | 90% |
| Returns for 5 years | 62.37 | N/A | - |
| Returns for 10 years | 60.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement