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ATWAX vs CWGCX
ATWAX vs CWGCX Comparison
Open Charts ATWAX vs CWGCX
AB Tax-Managed Wealth Apprec Strat A
Price$26.47
Change+$0.31 (+1.19%)
VolumeN/A
Net Assets1.01B
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
ATWAX vs CWGCX Comparison Chart in %
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ATWAX vs. CWGCX commentary
Feb 05, 2026
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 ATWAX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ATWAX (1.01B). ATWAX pays higher dividends than CWGCX: ATWAX (0.92) vs CWGCX (0.84). ATWAX was incepted earlier than CWGCX: ATWAX (22 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than ATWAX (1.26). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (23.00). CWGCX has a lower initial minimum investment than ATWAX: CWGCX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 17.94 vs. CWGCX (15.29). ATWAX return over 5 years is better than : 44.74 vs. CWGCX (26.77).
| ATWAX | CWGCX | ATWAX / CWGCX | |
| Total Expense Ratio | 0.98 | 1.49 | 66% |
| Annual Report Gross Expense Ratio | 1.26 | 1.49 | 85% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.398 | 4.866 | 70% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 142B | 1% |
| Annual Yield % from dividends | 0.92 | 0.84 | 111% |
| Returns for 1 year | 17.94 | 15.29 | 117% |
| Returns for 3 years | 55.74 | 39.90 | 140% |
| Returns for 5 years | 44.74 | 26.77 | 167% |
| Returns for 10 years | 116.66 | 93.96 | 124% |
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