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ATWYX vs WGIFX
ATWYX vs WGIFX Comparison
Open Charts ATWYX vs WGIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.29
Change-$0.21 (-0.82%)
VolumeN/A
Net Assets937.76M
American Funds Capital World Gr&Inc F2
Price$73.11
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets136.73B
ATWYX vs WGIFX Comparison Chart in %
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ATWYX vs. WGIFX commentary
Aug 30, 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: 137B vs. ATWYX (938M). 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 : 15.36 vs. WGIFX (10.90). ATWYX return over 5 years is better than : 56.43 vs. WGIFX (45.51).
| 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 | 15.228 | 16.287 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 137B | 1% |
| Annual Yield % from dividends | 1.10 | 1.67 | 66% |
| Returns for 1 year | 15.36 | 10.90 | 141% |
| Returns for 3 years | 50.59 | 50.46 | 100% |
| Returns for 5 years | 56.43 | 45.51 | 124% |
| Returns for 10 years | 84.78 | 76.20 | 111% |
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