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ATWAX vs CWIFX
ATWAX vs CWIFX Comparison
Open Charts ATWAX vs CWIFX
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 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
ATWAX vs CWIFX Comparison Chart
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ATWAX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. ATWAX (879M). CWIFX pays higher dividends than ATWAX: CWIFX (1.68) vs ATWAX (0.95). 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 : 8.64 vs. CWIFX (6.46). ATWAX return over 5 years is better than : 61.34 vs. CWIFX (57.58).
| 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 | 5.995 | 9.097 | 66% |
| 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 | 1.68 | 57% |
| Returns for 1 year | 8.64 | 6.46 | 134% |
| Returns for 3 years | 43.21 | 46.04 | 94% |
| Returns for 5 years | 61.34 | 57.58 | 107% |
| Returns for 10 years | 52.12 | 76.87 | 68% |
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