ATWAX
Price
$25.21
Change
-$0.05 (-0.20%)
Updated
Aug 15 closing price
Net Assets
940.64M
WGIFX
Price
$72.70
Change
+$0.05 (+0.07%)
Updated
Aug 15 closing price
Net Assets
137.49B
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ATWAX vs WGIFX

Header iconATWAX vs WGIFX Comparison
Open Charts ATWAX vs WGIFXBanner chart's image
AB Tax-Managed Wealth Apprec Strat A
Price$25.21
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets940.64M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
ATWAX vs WGIFX Comparison Chart in %
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ATWAX vs. WGIFX commentary
Aug 18, 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 WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. ATWAX (941M). WGIFX pays higher dividends than ATWAX: WGIFX (1.67) vs ATWAX (0.88). ATWAX was incepted earlier than WGIFX: ATWAX (22 years) vs WGIFX (17 years). ATWAX (1.30) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. ATWAX (10.00). WGIFX has a lower initial minimum investment than ATWAX: WGIFX (250) vs ATWAX (2500). ATWAX annual gain was more profitable for investors over the last year : 15.80 vs. WGIFX (11.69). ATWAX return over 5 years is better than : 58.29 vs. WGIFX (48.82).
ATWAXWGIFXATWAX / WGIFX
Total Expense Ratio0.980.52188%
Annual Report Gross Expense Ratio1.300.52250%
Fund Existence22 years17 years-
Gain YTD14.48715.63593%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets941M137B1%
Annual Yield % from dividends0.881.6753%
Returns for 1 year15.8011.69135%
Returns for 3 years39.4942.1194%
Returns for 5 years58.2948.82119%
Returns for 10 years67.0365.73102%
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