ATWAX
Price
$24.90
Change
-$0.09 (-0.36%)
Updated
Jul 28 closing price
Net Assets
934.82M
WGIFX
Price
$71.93
Change
-$0.46 (-0.64%)
Updated
Jul 28 closing price
Net Assets
137.34B
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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$24.90
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc F2
Price$71.93
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
ATWAX vs WGIFX Comparison Chart in %
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ATWAX vs. WGIFX 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 WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. ATWAX (935M). WGIFX pays higher dividends than ATWAX: WGIFX (1.67) vs ATWAX (0.90). 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 : 17.57 vs. WGIFX (14.04). ATWAX return over 5 years is better than : 63.57 vs. WGIFX (52.50).
ATWAXWGIFXATWAX / WGIFX
Total Expense Ratio0.980.52188%
Annual Report Gross Expense Ratio1.300.52250%
Fund Existence22 years17 years-
Gain YTD13.48815.14289%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends0.901.6754%
Returns for 1 year17.5714.04125%
Returns for 3 years49.2151.9395%
Returns for 5 years63.5752.50121%
Returns for 10 years64.9664.50101%
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