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ATWAX vs CWIAX
ATWAX vs CWIAX Comparison
Open Charts ATWAX vs CWIAX
AB Tax-Managed Wealth Apprec Strat A
Price$23.34
Change-$0.28 (-1.19%)
VolumeN/A
Net Assets879.01M
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
ATWAX vs CWIAX Comparison Chart
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ATWAX vs. CWIAX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. ATWAX (879M). CWIAX pays higher dividends than ATWAX: CWIAX (1.52) vs ATWAX (0.95). 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 : 8.64 vs. CWIAX (6.31). ATWAX return over 5 years is better than : 61.34 vs. CWIAX (56.31).
| ATWAX | CWIAX | ATWAX / CWIAX | |
| Total Expense Ratio | 0.98 | 0.78 | 126% |
| Annual Report Gross Expense Ratio | 1.30 | 0.78 | 167% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 5.995 | 9.031 | 66% |
| Front Load | 4% | 4% | 121% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 879M | 131B | 1% |
| Annual Yield % from dividends | 0.95 | 1.52 | 63% |
| Returns for 1 year | 8.64 | 6.31 | 137% |
| Returns for 3 years | 43.21 | 45.37 | 95% |
| Returns for 5 years | 61.34 | 56.31 | 109% |
| Returns for 10 years | 52.12 | 73.44 | 71% |
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