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ATWAX vs WGIFX
ATWAX vs WGIFX Comparison
Open Charts ATWAX vs WGIFX
AB Tax-Managed Wealth Apprec Strat A
Price$26.26
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets1.01B
American Funds Capital World Gr&Inc F2
Price$74.03
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
ATWAX vs WGIFX Comparison Chart in %
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ATWAX vs. WGIFX commentary
Jan 16, 2026
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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. ATWAX (1.01B). WGIFX pays higher dividends than ATWAX: WGIFX (1.73) vs ATWAX (0.95). 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 (23.00). 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 : 20.40 vs. WGIFX (19.18). ATWAX return over 5 years is better than : 46.36 vs. WGIFX (32.65).
| 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 | 2.578 | 3.727 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 142B | 1% |
| Annual Yield % from dividends | 0.95 | 1.73 | 55% |
| Returns for 1 year | 20.40 | 19.18 | 106% |
| Returns for 3 years | 58.95 | 44.56 | 132% |
| Returns for 5 years | 46.36 | 32.65 | 142% |
| Returns for 10 years | 114.78 | 101.38 | 113% |
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