ATWAX
Price
$24.90
Change
-$0.09 (-0.36%)
Updated
Jul 28 closing price
Net Assets
934.82M
FCWGX
Price
$72.04
Change
-$0.46 (-0.63%)
Updated
Jul 28 closing price
Net Assets
137.34B
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ATWAX vs FCWGX

Header iconATWAX vs FCWGX Comparison
Open Charts ATWAX vs FCWGXBanner chart's image
AB Tax-Managed Wealth Apprec Strat A
Price$24.90
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc529F2
Price$72.04
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
ATWAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. ATWAX (935M). FCWGX pays higher dividends than ATWAX: FCWGX (1.68) vs ATWAX (0.90). ATWAX was incepted earlier than FCWGX: ATWAX (22 years) vs FCWGX (5 years). ATWAX (1.30) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). FCWGX has a lower initial minimum investment than ATWAX: FCWGX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 17.57 vs. FCWGX (14.07).
ATWAXFCWGXATWAX / FCWGX
Total Expense Ratio0.980.52188%
Annual Report Gross Expense Ratio1.300.52250%
Fund Existence22 years5 years-
Gain YTD13.48815.15889%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends0.901.6854%
Returns for 1 year17.5714.07125%
Returns for 3 years49.2153.7092%
Returns for 5 years63.57N/A-
Returns for 10 years64.96N/A-
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