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ATWAX vs WGIFX
ATWAX vs WGIFX Comparison
Open Charts ATWAX vs WGIFX
AB Tax-Managed Wealth Apprec Strat A
Price$25.37
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets939.09M
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
ATWAX vs WGIFX Comparison Chart in %
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ATWAX vs. WGIFX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. ATWAX (939M). WGIFX pays higher dividends than ATWAX: WGIFX (1.64) vs ATWAX (0.87). 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 : 17.01 vs. WGIFX (13.44). ATWAX return over 5 years is better than : 57.75 vs. WGIFX (48.42).
| ATWAX | WGIFX | ATWAX / WGIFX | |
| Total Expense Ratio | 0.98 | 0.52 | 188% |
| Annual Report Gross Expense Ratio | 1.30 | 0.52 | 250% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 14.578 | 16.367 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 138B | 1% |
| Annual Yield % from dividends | 0.87 | 1.64 | 53% |
| Returns for 1 year | 17.01 | 13.44 | 127% |
| Returns for 3 years | 52.70 | 55.06 | 96% |
| Returns for 5 years | 57.75 | 48.42 | 119% |
| Returns for 10 years | 77.52 | 77.16 | 100% |
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