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ATWAX vs CWIEX
ATWAX vs CWIEX Comparison
Open Charts ATWAX vs CWIEX
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 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
ATWAX vs CWIEX Comparison Chart
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ATWAX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. ATWAX (879M). CWIEX pays higher dividends than ATWAX: CWIEX (1.31) vs ATWAX (0.95). ATWAX was incepted earlier than CWIEX: ATWAX (22 years) vs CWIEX (23 years). ATWAX (1.30) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). CWIEX has a lower initial minimum investment than ATWAX: CWIEX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 8.64 vs. CWIEX (6.05). ATWAX return over 5 years is better than : 61.34 vs. CWIEX (54.48).
| ATWAX | CWIEX | ATWAX / CWIEX | |
| Total Expense Ratio | 0.98 | 1.00 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.00 | 130% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 5.995 | 8.904 | 67% |
| Front Load | 4% | N/A | - |
| 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 | 1.31 | 73% |
| Returns for 1 year | 8.64 | 6.05 | 143% |
| Returns for 3 years | 43.21 | 44.36 | 97% |
| Returns for 5 years | 61.34 | 54.48 | 113% |
| Returns for 10 years | 52.12 | 69.54 | 75% |
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