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ATWCX vs WGIFX
ATWCX vs WGIFX Comparison
Open Charts ATWCX vs WGIFX
AB Tax-Managed Wealth Apprec Strat C
Price$25.92
Change-$0.42 (-1.59%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
ATWCX vs WGIFX Comparison Chart in %
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ATWCX vs. WGIFX commentary
Nov 14, 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 Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. ATWCX (981M). WGIFX pays higher dividends than ATWCX: WGIFX (1.56) vs ATWCX (0.00). ATWCX was incepted earlier than WGIFX: ATWCX (22 years) vs WGIFX (17 years). ATWCX (2.06) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (10.00). WGIFX has a lower initial minimum investment than ATWCX: WGIFX (250) vs ATWCX (2500). WGIFX (15.32) and ATWCX (14.97) have marching annual gain over last year. ATWCX return over 5 years is better than : 52.61 vs. WGIFX (49.19).
| ATWCX | WGIFX | ATWCX / WGIFX | |
| Total Expense Ratio | 1.74 | 0.52 | 335% |
| Annual Report Gross Expense Ratio | 2.06 | 0.52 | 396% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 19.619 | 23.660 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | 14.97 | 15.32 | 98% |
| Returns for 3 years | 54.04 | 57.23 | 94% |
| Returns for 5 years | 52.61 | 49.19 | 107% |
| Returns for 10 years | 75.87 | 87.75 | 86% |
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