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ATWAX vs FWGIX
ATWAX vs FWGIX Comparison
Open Charts ATWAX vs FWGIX
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&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
ATWAX vs FWGIX Comparison Chart in %
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ATWAX vs. FWGIX commentary
Jul 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATWAX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. ATWAX (935M). FWGIX pays higher dividends than ATWAX: FWGIX (1.77) vs ATWAX (0.90). ATWAX was incepted earlier than FWGIX: ATWAX (22 years) vs FWGIX (9 years). ATWAX (1.30) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). ATWAX has a lower initial minimum investment than FWGIX: ATWAX (2500) vs FWGIX (1000000). ATWAX annual gain was more profitable for investors over the last year : 17.57 vs. FWGIX (14.19). ATWAX return over 5 years is better than : 63.57 vs. FWGIX (53.11).
| ATWAX | FWGIX | ATWAX / FWGIX | |
| Total Expense Ratio | 0.98 | 0.41 | 239% |
| Annual Report Gross Expense Ratio | 1.30 | 0.41 | 317% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 13.488 | 15.237 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 0.90 | 1.77 | 51% |
| Returns for 1 year | 17.57 | 14.19 | 124% |
| Returns for 3 years | 49.21 | 52.35 | 94% |
| Returns for 5 years | 63.57 | 53.11 | 120% |
| Returns for 10 years | 64.96 | N/A | - |
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