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ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$26.43
Change+$0.42 (+1.61%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
ATWCX vs CWGCX Comparison Chart in %
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ATWCX vs. CWGCX commentary
Feb 05, 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 ATWCX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ATWCX (1.02B). CWGCX pays higher dividends than ATWCX: CWGCX (0.84) vs ATWCX (0.28). ATWCX was incepted earlier than CWGCX: ATWCX (22 years) vs CWGCX (25 years). ATWCX (2.02) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (23.00). CWGCX has a lower initial minimum investment than ATWCX: CWGCX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 17.08 vs. CWGCX (15.29). ATWCX return over 5 years is better than : 40.40 vs. CWGCX (26.77).
| ATWCX | CWGCX | ATWCX / CWGCX | |
| Total Expense Ratio | 1.74 | 1.49 | 117% |
| Annual Report Gross Expense Ratio | 2.02 | 1.49 | 136% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.363 | 4.866 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 142B | 1% |
| Annual Yield % from dividends | 0.28 | 0.84 | 34% |
| Returns for 1 year | 17.08 | 15.29 | 112% |
| Returns for 3 years | 52.26 | 39.90 | 131% |
| Returns for 5 years | 40.40 | 26.77 | 151% |
| Returns for 10 years | 107.14 | 93.96 | 114% |
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