Interact to see
Advertisement
Advertisement
ATWCX vs CWGCX
ATWCX vs CWGCX Comparison
Open Charts ATWCX vs CWGCX
AB Tax-Managed Wealth Apprec Strat C
Price$25.81
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets992.83M
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
ATWCX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWCX vs. CWGCX commentary
Dec 28, 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 StrongBuy and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ATWCX (993M). 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 (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 : 15.07 vs. CWGCX (11.67). ATWCX return over 5 years is better than : 43.31 vs. CWGCX (27.43).
| 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 | 17.212 | 13.737 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 993M | 142B | 1% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 15.07 | 11.67 | 129% |
| Returns for 3 years | 61.21 | 43.06 | 142% |
| Returns for 5 years | 43.31 | 27.43 | 158% |
| Returns for 10 years | 81.45 | 68.53 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RDIV | 52.44 | 0.07 | +0.13% |
| Invesco S&P Ultra Dividend Revenue ETF | |||
| VNQ | 88.86 | 0.10 | +0.11% |
| Vanguard Real Estate ETF | |||
| BCHP | 37.90 | 0.03 | +0.08% |
| Principal Focused Blue Chip ETF | |||
| MINN | 22.52 | -0.02 | -0.08% |
| Mairs & Power Minnesota Municipal Bd ETF | |||
| PBFR | 29.26 | -0.02 | -0.08% |
| PGIM Laddered S&P 500 Buffer 20 ETF | |||