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ATWYX vs FWGIX
ATWYX vs FWGIX Comparison
Open Charts ATWYX vs FWGIX
AB Tax-Managed Wealth Apprec Strat Adv
Price$22.79
Change-$0.28 (-1.21%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
ATWYX vs FWGIX Comparison Chart
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ATWYX vs. FWGIX commentary
Nov 18, 2024
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 FWGIX is a Sell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. ATWYX (858M). FWGIX pays higher dividends than ATWYX: FWGIX (1.99) vs ATWYX (1.08). ATWYX was incepted earlier than FWGIX: ATWYX (21 years) vs FWGIX (8 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (13.00). ATWYX has a lower initial minimum investment than FWGIX: ATWYX (0) vs FWGIX (1000000). ATWYX annual gain was more profitable for investors over the last year : 26.43 vs. FWGIX (19.52). ATWYX return over 5 years is better than : 42.69 vs. FWGIX (40.15).
| ATWYX | FWGIX | ATWYX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | 19.382 | 13.433 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 125B | 1% |
| Annual Yield % from dividends | 1.08 | 1.99 | 54% |
| Returns for 1 year | 26.43 | 19.52 | 135% |
| Returns for 3 years | 4.82 | 3.95 | 122% |
| Returns for 5 years | 42.69 | 40.15 | 106% |
| Returns for 10 years | 52.42 | N/A | - |
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