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ATWAX vs FWGIX
ATWAX vs FWGIX Comparison
Open Charts ATWAX vs FWGIX
AB Tax-Managed Wealth Apprec Strat A
Price$24.50
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.
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).
| 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 | 8 years | - |
| Gain YTD | 11.262 | 13.775 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 0.90 | 1.77 | 51% |
| Returns for 1 year | 12.44 | 9.74 | 128% |
| Returns for 3 years | 48.63 | 51.57 | 94% |
| Returns for 5 years | 64.63 | 54.88 | 118% |
| Returns for 10 years | 61.93 | N/A | - |
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