ATWAX
Price
$24.50
Change
+$0.17 (+0.70%)
Updated
Jul 3 closing price
Net Assets
919.75M
FCWGX
Price
$71.58
Change
+$0.45 (+0.63%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$24.50
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets919.75M
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
ATWAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. ATWAX (920M). 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 : 12.44 vs. FCWGX (9.61).
ATWAXFCWGXATWAX / FCWGX
Total Expense Ratio0.980.52188%
Annual Report Gross Expense Ratio1.300.52250%
Fund Existence22 years5 years-
Gain YTD11.26213.69782%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets920M136B1%
Annual Yield % from dividends0.901.6854%
Returns for 1 year12.449.61129%
Returns for 3 years48.6352.9092%
Returns for 5 years64.63N/A-
Returns for 10 years61.93N/A-
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