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ATWAX vs CWIFX
ATWAX vs CWIFX Comparison
Open Charts ATWAX vs CWIFX
AB Tax-Managed Wealth Apprec Strat A
Price$25.37
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets939.09M
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ATWAX vs CWIFX Comparison Chart in %
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ATWAX vs. CWIFX commentary
Sep 09, 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: 138B vs. ATWAX (939M). CWIFX pays higher dividends than ATWAX: CWIFX (1.57) vs ATWAX (0.87). 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 : 17.01 vs. CWIFX (13.31). ATWAX return over 5 years is better than : 57.75 vs. CWIFX (52.14).
| 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 | 14.578 | 16.304 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 138B | 1% |
| Annual Yield % from dividends | 0.87 | 1.57 | 56% |
| Returns for 1 year | 17.01 | 13.31 | 128% |
| Returns for 3 years | 52.70 | 56.25 | 94% |
| Returns for 5 years | 57.75 | 52.14 | 111% |
| Returns for 10 years | 77.52 | 102.66 | 76% |
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