ATWAX
Price
$24.90
Change
-$0.09 (-0.36%)
Updated
Jul 28 closing price
Net Assets
934.82M
FWCGX
Price
$72.02
Change
-$0.46 (-0.63%)
Updated
Jul 28 closing price
Net Assets
137.34B
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ATWAX vs FWCGX

Header iconATWAX vs FWCGX Comparison
Open Charts ATWAX vs FWCGXBanner 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&Inc529F3
Price$72.02
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
ATWAX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. ATWAX (935M). FWCGX pays higher dividends than ATWAX: FWCGX (1.73) vs ATWAX (0.90). ATWAX was incepted earlier than FWCGX: ATWAX (22 years) vs FWCGX (5 years). ATWAX (1.30) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). FWCGX has a lower initial minimum investment than ATWAX: FWCGX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 17.57 vs. FWCGX (14.12).
ATWAXFWCGXATWAX / FWCGX
Total Expense Ratio0.980.47209%
Annual Report Gross Expense Ratio1.300.47277%
Fund Existence22 years5 years-
Gain YTD13.48815.19489%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends0.901.7352%
Returns for 1 year17.5714.12124%
Returns for 3 years49.2153.8891%
Returns for 5 years63.57N/A-
Returns for 10 years64.96N/A-
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