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ATWCX vs CWGIX
ATWCX vs CWGIX Comparison
Open Charts ATWCX vs CWGIX
AB Tax-Managed Wealth Apprec Strat C
Price$25.24
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets939.09M
American Funds Capital World Gr&Inc A
Price$73.60
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ATWCX vs CWGIX Comparison Chart in %
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ATWCX vs. CWGIX commentary
Sep 09, 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 Buy and CWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 138B vs. ATWCX (939M). CWGIX pays higher dividends than ATWCX: CWGIX (1.45) vs ATWCX (0.00). ATWCX was incepted earlier than CWGIX: ATWCX (22 years) vs CWGIX (32 years). ATWCX (2.06) is less costly to investors than CWGIX (0.74). CWGIX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). CWGIX has a lower initial minimum investment than ATWCX: CWGIX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 18.89 vs. CWGIX (15.66). ATWCX return over 5 years is better than : 55.13 vs. CWGIX (48.65).
| ATWCX | CWGIX | ATWCX / CWGIX | |
| Total Expense Ratio | 1.74 | 0.74 | 235% |
| Annual Report Gross Expense Ratio | 2.06 | 0.74 | 278% |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 14.623 | 16.742 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 138B | 1% |
| Annual Yield % from dividends | 0.00 | 1.45 | - |
| Returns for 1 year | 18.89 | 15.66 | 121% |
| Returns for 3 years | 45.73 | 49.55 | 92% |
| Returns for 5 years | 55.13 | 48.65 | 113% |
| Returns for 10 years | 71.43 | 76.59 | 93% |
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