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ATWCX vs FWCGX
ATWCX vs FWCGX Comparison
Open Charts ATWCX vs FWCGX
AB Tax-Managed Wealth Apprec Strat C
Price$24.79
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc529F3
Price$72.02
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
ATWCX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. ATWCX (935M). FWCGX pays higher dividends than ATWCX: FWCGX (1.73) vs ATWCX (0.00). ATWCX was incepted earlier than FWCGX: ATWCX (22 years) vs FWCGX (5 years). ATWCX (2.06) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). FWCGX has a lower initial minimum investment than ATWCX: FWCGX (250) vs ATWCX (2500). ATWCX annual gain was more profitable for investors over the last year : 16.64 vs. FWCGX (14.12).
| ATWCX | FWCGX | ATWCX / FWCGX | |
| Total Expense Ratio | 1.74 | 0.47 | 370% |
| Annual Report Gross Expense Ratio | 2.06 | 0.47 | 438% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 12.988 | 15.194 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 0.00 | 1.73 | - |
| Returns for 1 year | 16.64 | 14.12 | 118% |
| Returns for 3 years | 46.96 | 53.88 | 87% |
| Returns for 5 years | 59.49 | N/A | - |
| Returns for 10 years | 58.47 | N/A | - |
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