ATWAX
Price
$25.21
Change
-$0.05 (-0.20%)
Updated
Aug 15 closing price
Net Assets
940.64M
CWIEX
Price
$72.35
Change
+$0.06 (+0.08%)
Updated
Aug 15 closing price
Net Assets
137.49B
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ATWAX vs CWIEX

Header iconATWAX vs CWIEX Comparison
Open Charts ATWAX vs CWIEXBanner 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 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
ATWAX vs CWIEX Comparison Chart in %
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ATWAX vs. CWIEX 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 CWIEX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ATWAX (941M). CWIEX pays higher dividends than ATWAX: CWIEX (1.25) vs ATWAX (0.88). 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 : 15.80 vs. CWIEX (11.15). ATWAX return over 5 years is better than : 58.29 vs. CWIEX (49.58).
ATWAXCWIEXATWAX / CWIEX
Total Expense Ratio0.981.0098%
Annual Report Gross Expense Ratio1.301.00130%
Fund Existence22 years23 years-
Gain YTD14.48715.31295%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets941M137B1%
Annual Yield % from dividends0.881.2571%
Returns for 1 year15.8011.15142%
Returns for 3 years39.4941.5895%
Returns for 5 years58.2949.58118%
Returns for 10 years67.0381.7782%
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