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ATWAX vs WGIFX
ATWAX vs WGIFX Comparison
Open Charts ATWAX vs WGIFX
AB Tax-Managed Wealth Apprec Strat A
Price$26.78
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets988.25M
American Funds Capital World Gr&Inc F2
Price$78.32
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
ATWAX vs WGIFX Comparison Chart in %
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ATWAX vs. WGIFX commentary
Dec 13, 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. ATWAX (988M). WGIFX pays higher dividends than ATWAX: WGIFX (1.55) vs ATWAX (0.83). 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 : 15.28 vs. WGIFX (14.43). ATWAX return over 5 years is better than : 53.37 vs. WGIFX (45.30).
| 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 | 21.435 | 24.969 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 142B | 1% |
| Annual Yield % from dividends | 0.83 | 1.55 | 54% |
| Returns for 1 year | 15.28 | 14.43 | 106% |
| Returns for 3 years | 65.47 | 55.84 | 117% |
| Returns for 5 years | 53.37 | 45.30 | 118% |
| Returns for 10 years | 100.61 | 93.27 | 108% |
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