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ATWYX vs FWCGX
ATWYX vs FWCGX Comparison
Open Charts ATWYX vs FWCGX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.09
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets826.68M
American Funds Capital World Gr&Inc529F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.77B
ATWYX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. ATWYX (827M). FWCGX pays higher dividends than ATWYX: FWCGX (1.91) vs ATWYX (1.26). ATWYX was incepted earlier than FWCGX: ATWYX (22 years) vs FWCGX (5 years). ATWYX (1.05) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than FWCGX: ATWYX (0) vs FWCGX (250). ATWYX annual gain was more profitable for investors over the last year : 5.47 vs. FWCGX (2.57).
| ATWYX | FWCGX | ATWYX / FWCGX | |
| Total Expense Ratio | 0.73 | 0.47 | 155% |
| Annual Report Gross Expense Ratio | 1.05 | 0.47 | 223% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | -0.678 | 2.748 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 125B | 1% |
| Annual Yield % from dividends | 1.26 | 1.91 | 66% |
| Returns for 1 year | 5.47 | 2.57 | 213% |
| Returns for 3 years | 29.88 | 34.18 | 87% |
| Returns for 5 years | 59.19 | N/A | - |
| Returns for 10 years | 43.73 | N/A | - |
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