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ATWAX vs FWCGX
ATWAX vs FWCGX Comparison
Open Charts ATWAX vs FWCGX
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&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWAX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. ATWAX (920M). 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 : 12.44 vs. FWCGX (9.68).
| ATWAX | FWCGX | ATWAX / FWCGX | |
| Total Expense Ratio | 0.98 | 0.47 | 209% |
| Annual Report Gross Expense Ratio | 1.30 | 0.47 | 277% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 11.262 | 13.732 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 0.90 | 1.73 | 52% |
| Returns for 1 year | 12.44 | 9.68 | 129% |
| Returns for 3 years | 48.63 | 53.08 | 92% |
| Returns for 5 years | 64.63 | N/A | - |
| Returns for 10 years | 61.93 | N/A | - |
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