ATWCX
Price
$24.40
Change
+$0.17 (+0.70%)
Updated
Jul 3 closing price
Net Assets
919.75M
FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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ATWCX vs FWGIX

Header iconATWCX vs FWGIX Comparison
Open Charts ATWCX vs FWGIXBanner chart's image
AB Tax-Managed Wealth Apprec Strat C
Price$24.40
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets919.75M
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWCX vs FWGIX Comparison Chart in %
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ATWCX vs. FWGIX commentary
Jul 07, 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 FWGIX is a Buy.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. ATWCX (920M). FWGIX pays higher dividends than ATWCX: FWGIX (1.77) vs ATWCX (0.00). ATWCX was incepted earlier than FWGIX: ATWCX (22 years) vs FWGIX (8 years). ATWCX (2.06) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). ATWCX has a lower initial minimum investment than FWGIX: ATWCX (2500) vs FWGIX (1000000). ATWCX annual gain was more profitable for investors over the last year : 11.57 vs. FWGIX (9.74). ATWCX return over 5 years is better than : 60.42 vs. FWGIX (54.88).
ATWCXFWGIXATWCX / FWGIX
Total Expense Ratio1.740.41424%
Annual Report Gross Expense Ratio2.060.41502%
Fund Existence22 years8 years-
Gain YTD10.80813.77578%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets920M136B1%
Annual Yield % from dividends0.001.77-
Returns for 1 year11.579.74119%
Returns for 3 years46.3751.5790%
Returns for 5 years60.4254.88110%
Returns for 10 years55.51N/A-
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