Interact to see
Advertisement
Advertisement
ATWCX vs FWCGX
ATWCX vs FWCGX Comparison
Open Charts ATWCX vs FWCGX
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&Inc529F3
Price$73.58
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ATWCX vs FWCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 138B vs. ATWCX (939M). FWCGX pays higher dividends than ATWCX: FWCGX (1.69) 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 : 18.89 vs. FWCGX (15.95).
| 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 | 14.623 | 16.942 | 86% |
| Front Load | N/A | N/A | - |
| 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 | 1.69 | - |
| Returns for 1 year | 18.89 | 15.95 | 118% |
| Returns for 3 years | 45.73 | 52.30 | 87% |
| Returns for 5 years | 55.13 | N/A | - |
| Returns for 10 years | 71.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement