ATWAX
Price
$24.50
Change
+$0.17 (+0.70%)
Updated
Jul 3 closing price
Net Assets
919.75M
FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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ATWAX vs FWGIX

Header iconATWAX vs FWGIX Comparison
Open Charts ATWAX vs FWGIXBanner 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&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWAX vs FWGIX Comparison Chart in %
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ATWAX vs. FWGIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. ATWAX (920M). FWGIX pays higher dividends than ATWAX: FWGIX (1.77) vs ATWAX (0.90). ATWAX was incepted earlier than FWGIX: ATWAX (22 years) vs FWGIX (8 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 : 12.44 vs. FWGIX (9.74). ATWAX return over 5 years is better than : 64.63 vs. FWGIX (54.88).
ATWAXFWGIXATWAX / FWGIX
Total Expense Ratio0.980.41239%
Annual Report Gross Expense Ratio1.300.41317%
Fund Existence22 years8 years-
Gain YTD11.26213.77582%
Front Load4%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets920M136B1%
Annual Yield % from dividends0.901.7751%
Returns for 1 year12.449.74128%
Returns for 3 years48.6351.5794%
Returns for 5 years64.6354.88118%
Returns for 10 years61.93N/A-
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