ATWAX
Price
$24.90
Change
-$0.09 (-0.36%)
Updated
Jul 28 closing price
Net Assets
934.82M
FWGIX
Price
$72.01
Change
-$0.47 (-0.65%)
Updated
Jul 28 closing price
Net Assets
137.34B
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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$24.90
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.

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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).
ATWAXFWGIXATWAX / FWGIX
Total Expense Ratio0.980.41239%
Annual Report Gross Expense Ratio1.300.41317%
Fund Existence22 years9 years-
Gain YTD13.48815.23789%
Front Load4%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends0.901.7751%
Returns for 1 year17.5714.19124%
Returns for 3 years49.2152.3594%
Returns for 5 years63.5753.11120%
Returns for 10 years64.96N/A-
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