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ATWYX vs FWCGX
ATWYX vs FWCGX Comparison
Open Charts ATWYX vs FWCGX
AB Tax-Managed Wealth Apprec Strat Adv
Price$23.54
Change+$0.20 (+0.86%)
VolumeN/A
Net Assets875.56M
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
ATWYX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. ATWYX (876M). FWCGX pays higher dividends than ATWYX: FWCGX (1.81) vs ATWYX (1.19). 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 : 8.90 vs. FWCGX (6.68).
| 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 | 5.468 | 9.164 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 131B | 1% |
| Annual Yield % from dividends | 1.19 | 1.81 | 66% |
| Returns for 1 year | 8.90 | 6.68 | 133% |
| Returns for 3 years | 29.75 | 32.36 | 92% |
| Returns for 5 years | 55.14 | N/A | - |
| Returns for 10 years | 54.85 | N/A | - |