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ATWAX vs CWIFX
ATWAX vs CWIFX Comparison
Open Charts ATWAX vs CWIFX
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 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
ATWAX vs CWIFX Comparison Chart in %
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ATWAX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. ATWAX (941M). CWIFX pays higher dividends than ATWAX: CWIFX (1.60) vs ATWAX (0.88). ATWAX was incepted earlier than CWIFX: ATWAX (22 years) vs CWIFX (23 years). ATWAX (1.30) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). CWIFX has a lower initial minimum investment than ATWAX: CWIFX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 15.80 vs. CWIFX (11.58). ATWAX return over 5 years is better than : 58.29 vs. CWIFX (52.56).
| ATWAX | CWIFX | ATWAX / CWIFX | |
| Total Expense Ratio | 0.98 | 0.86 | 114% |
| Annual Report Gross Expense Ratio | 1.30 | 0.86 | 151% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 14.487 | 15.587 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 137B | 1% |
| Annual Yield % from dividends | 0.88 | 1.60 | 55% |
| Returns for 1 year | 15.80 | 11.58 | 136% |
| Returns for 3 years | 39.49 | 43.22 | 91% |
| Returns for 5 years | 58.29 | 52.56 | 111% |
| Returns for 10 years | 67.03 | 89.56 | 75% |
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