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ATWYX vs WGIFX
ATWYX vs WGIFX Comparison
Open Charts ATWYX vs WGIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets935.43M
American Funds Capital World Gr&Inc F2
Price$74.17
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets136.84B
ATWYX vs WGIFX Comparison Chart in %
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ATWYX vs. WGIFX commentary
Nov 22, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. ATWYX (935M). WGIFX pays higher dividends than ATWYX: WGIFX (1.56) vs ATWYX (1.03). 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 (11.63) and WGIFX (11.27) have marching annual gain over last year. ATWYX return over 5 years is better than : 50.51 vs. WGIFX (42.12).
| 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 | 15.047 | 18.347 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 1.03 | 1.56 | 66% |
| Returns for 1 year | 11.63 | 11.27 | 103% |
| Returns for 3 years | 49.66 | 49.84 | 100% |
| Returns for 5 years | 50.51 | 42.12 | 120% |
| Returns for 10 years | 73.23 | 75.22 | 97% |
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