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ATWCX vs FWGIX
ATWCX vs FWGIX Comparison
Open Charts ATWCX vs FWGIX
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.
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).
| ATWCX | FWGIX | ATWCX / FWGIX | |
| Total Expense Ratio | 1.74 | 0.41 | 424% |
| Annual Report Gross Expense Ratio | 2.06 | 0.41 | 502% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 10.808 | 13.775 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 0.00 | 1.77 | - |
| Returns for 1 year | 11.57 | 9.74 | 119% |
| Returns for 3 years | 46.37 | 51.57 | 90% |
| Returns for 5 years | 60.42 | 54.88 | 110% |
| Returns for 10 years | 55.51 | N/A | - |