Interact to see
Advertisement
Advertisement
ATWAX vs FCWGX
ATWAX vs FCWGX Comparison
Open Charts ATWAX vs FCWGX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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).
| ATWAX | FCWGX | ATWAX / FCWGX | |
| Total Expense Ratio | 0.98 | 0.52 | 188% |
| Annual Report Gross Expense Ratio | 1.30 | 0.52 | 250% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 13.488 | 15.158 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 0.90 | 1.68 | 54% |
| Returns for 1 year | 17.57 | 14.07 | 125% |
| Returns for 3 years | 49.21 | 53.70 | 92% |
| Returns for 5 years | 63.57 | N/A | - |
| Returns for 10 years | 64.96 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement