Interact to see
Advertisement
Advertisement
ATWYX vs WGIFX
ATWYX vs WGIFX Comparison
Open Charts ATWYX vs WGIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.97
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets926.69M
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
ATWYX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. WGIFX commentary
Aug 08, 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. ATWYX (927M). WGIFX pays higher dividends than ATWYX: WGIFX (1.67) vs ATWYX (1.10). ATWYX was incepted earlier than WGIFX: ATWYX (22 years) vs WGIFX (17 years). ATWYX (1.05) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than WGIFX: ATWYX (0) vs WGIFX (250). ATWYX annual gain was more profitable for investors over the last year : 20.86 vs. WGIFX (16.06). ATWYX return over 5 years is better than : 57.51 vs. WGIFX (47.18).
| ATWYX | WGIFX | ATWYX / WGIFX | |
| Total Expense Ratio | 0.73 | 0.52 | 140% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 12.201 | 13.360 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 135B | 1% |
| Annual Yield % from dividends | 1.10 | 1.67 | 66% |
| Returns for 1 year | 20.86 | 16.06 | 130% |
| Returns for 3 years | 41.73 | 43.78 | 95% |
| Returns for 5 years | 57.51 | 47.18 | 122% |
| Returns for 10 years | 65.94 | 61.41 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement