ATWAX
Price
$25.21
Change
-$0.05 (-0.20%)
Updated
Aug 15 closing price
Net Assets
940.64M
CWIAX
Price
$72.47
Change
+$0.05 (+0.07%)
Updated
Aug 15 closing price
Net Assets
137.49B
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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$25.21
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets940.64M
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
ATWAX vs CWIAX Comparison Chart in %
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ATWAX vs. CWIAX 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 CWIAX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. ATWAX (941M). CWIAX pays higher dividends than ATWAX: CWIAX (1.46) vs ATWAX (0.88). ATWAX was incepted earlier than CWIAX: ATWAX (22 years) vs CWIAX (24 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 : 15.80 vs. CWIAX (11.41). ATWAX return over 5 years is better than : 58.29 vs. CWIAX (51.32).
ATWAXCWIAXATWAX / CWIAX
Total Expense Ratio0.980.78126%
Annual Report Gross Expense Ratio1.300.78167%
Fund Existence22 years24 years-
Gain YTD14.48715.48594%
Front Load4%4%121%
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets941M137B1%
Annual Yield % from dividends0.881.4660%
Returns for 1 year15.8011.41138%
Returns for 3 years39.4942.5893%
Returns for 5 years58.2951.32114%
Returns for 10 years67.0385.9478%
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