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ATWAX vs CWGFX
ATWAX vs CWGFX Comparison
Open Charts ATWAX vs CWGFX
AB Tax-Managed Wealth Apprec Strat A
Price$25.21
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets940.64M
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
ATWAX vs CWGFX Comparison Chart in %
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ATWAX vs. CWGFX commentary
Aug 18, 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 ATWAX is a Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. ATWAX (941M). CWGFX pays higher dividends than ATWAX: CWGFX (1.42) vs ATWAX (0.88). ATWAX was incepted earlier than CWGFX: ATWAX (22 years) vs CWGFX (24 years). ATWAX (1.30) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). CWGFX has a lower initial minimum investment than ATWAX: CWGFX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 15.80 vs. CWGFX (11.40). ATWAX return over 5 years is better than : 58.29 vs. CWGFX (47.31).
| ATWAX | CWGFX | ATWAX / CWGFX | |
| Total Expense Ratio | 0.98 | 0.80 | 122% |
| Annual Report Gross Expense Ratio | 1.30 | 0.80 | 163% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 14.487 | 15.446 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 137B | 1% |
| Annual Yield % from dividends | 0.88 | 1.42 | 62% |
| Returns for 1 year | 15.80 | 11.40 | 139% |
| Returns for 3 years | 39.49 | 41.09 | 96% |
| Returns for 5 years | 58.29 | 47.31 | 123% |
| Returns for 10 years | 67.03 | 64.09 | 105% |
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