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ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$25.92
Change-$0.42 (-1.59%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
ATWCX vs CWGCX Comparison Chart in %
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ATWCX vs. CWGCX commentary
Nov 14, 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 ATWCX is a Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. ATWCX (981M). CWGCX pays higher dividends than ATWCX: CWGCX (0.75) vs ATWCX (0.00). ATWCX was incepted earlier than CWGCX: ATWCX (22 years) vs CWGCX (25 years). ATWCX (2.06) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). CWGCX has a lower initial minimum investment than ATWCX: CWGCX (250) vs ATWCX (2500). CWGCX (14.15) and ATWCX (13.53) have marching annual gain over last year. ATWCX return over 5 years is better than : 50.17 vs. CWGCX (43.67).
| ATWCX | CWGCX | ATWCX / CWGCX | |
| Total Expense Ratio | 1.74 | 1.49 | 117% |
| Annual Report Gross Expense Ratio | 2.06 | 1.49 | 138% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 17.711 | 22.663 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 13.53 | 14.15 | 96% |
| Returns for 3 years | 52.92 | 52.93 | 100% |
| Returns for 5 years | 50.17 | 43.67 | 115% |
| Returns for 10 years | 71.38 | 80.72 | 88% |
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