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ATWCX vs FCWGX
ATWCX vs FCWGX Comparison
Open Charts ATWCX vs FCWGX
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&Inc529F2
Price$71.96
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ATWCX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. ATWCX (993M). FCWGX pays higher dividends than ATWCX: FCWGX (1.55) vs ATWCX (0.00). ATWCX was incepted earlier than FCWGX: ATWCX (22 years) vs FCWGX (5 years). ATWCX (2.06) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (23.00). FCWGX has a lower initial minimum investment than ATWCX: FCWGX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 15.07 vs. FCWGX (12.61). ATWCX return over 5 years is better than : 43.31 vs. FCWGX (35.53).
| ATWCX | FCWGX | ATWCX / FCWGX | |
| Total Expense Ratio | 1.74 | 0.52 | 335% |
| Annual Report Gross Expense Ratio | 2.06 | 0.52 | 396% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 17.212 | 14.667 | 117% |
| 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 | 1.55 | - |
| Returns for 1 year | 15.07 | 12.61 | 119% |
| Returns for 3 years | 61.21 | 47.24 | 130% |
| Returns for 5 years | 43.31 | 35.53 | 122% |
| Returns for 10 years | 81.45 | N/A | - |
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