ATWCX
Price
$24.79
Change
-$0.09 (-0.36%)
Updated
Jul 28 closing price
Net Assets
934.82M
FWGIX
Price
$72.01
Change
-$0.47 (-0.65%)
Updated
Jul 28 closing price
Net Assets
137.34B
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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$24.79
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
ATWCX vs FWGIX Comparison Chart in %
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ATWCX vs. FWGIX commentary
Jul 29, 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: 137B vs. ATWCX (935M). FWGIX pays higher dividends than ATWCX: FWGIX (1.77) vs ATWCX (0.00). ATWCX was incepted earlier than FWGIX: ATWCX (22 years) vs FWGIX (9 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 : 16.64 vs. FWGIX (14.19). ATWCX return over 5 years is better than : 59.49 vs. FWGIX (53.11).
ATWCXFWGIXATWCX / FWGIX
Total Expense Ratio1.740.41424%
Annual Report Gross Expense Ratio2.060.41502%
Fund Existence22 years9 years-
Gain YTD12.98815.23785%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends0.001.77-
Returns for 1 year16.6414.19117%
Returns for 3 years46.9652.3590%
Returns for 5 years59.4953.11112%
Returns for 10 years58.47N/A-
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