ATWAX
Price
$24.90
Change
-$0.09 (-0.36%)
Updated
Jul 28 closing price
Net Assets
934.82M
CWIAX
Price
$71.71
Change
-$0.46 (-0.64%)
Updated
Jul 28 closing price
Net Assets
137.34B
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ATWAX vs CWIAX

Header iconATWAX vs CWIAX Comparison
Open Charts ATWAX vs CWIAXBanner chart's image
AB Tax-Managed Wealth Apprec Strat A
Price$24.90
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc 529A
Price$71.71
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
ATWAX vs CWIAX Comparison Chart in %
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ATWAX vs. CWIAX commentary
Jul 29, 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 CWIAX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. ATWAX (935M). CWIAX pays higher dividends than ATWAX: CWIAX (1.46) vs ATWAX (0.90). ATWAX was incepted earlier than CWIAX: ATWAX (22 years) vs CWIAX (23 years). ATWAX (1.30) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). ATWAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than ATWAX: CWIAX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 17.57 vs. CWIAX (13.76). ATWAX return over 5 years is better than : 63.57 vs. CWIAX (55.06).
ATWAXCWIAXATWAX / CWIAX
Total Expense Ratio0.980.78126%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence22 years23 years-
Gain YTD13.48815.00790%
Front Load4%4%121%
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends0.901.4662%
Returns for 1 year17.5713.76128%
Returns for 3 years49.2152.4294%
Returns for 5 years63.5755.06115%
Returns for 10 years64.9684.5477%
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