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ATWCX vs WGIFX
ATWCX vs WGIFX Comparison
Open Charts ATWCX vs WGIFX
AB Tax-Managed Wealth Apprec Strat C
Price$26.43
Change+$0.42 (+1.61%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc F2
Price$74.90
Change-$1.04 (-1.37%)
VolumeN/A
Net Assets142.37B
ATWCX vs WGIFX Comparison Chart in %
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ATWCX vs. WGIFX commentary
Feb 05, 2026
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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. ATWCX (1.02B). WGIFX pays higher dividends than ATWCX: WGIFX (1.65) vs ATWCX (0.28). ATWCX was incepted earlier than WGIFX: ATWCX (22 years) vs WGIFX (18 years). ATWCX (2.02) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. ATWCX (23.00). WGIFX has a lower initial minimum investment than ATWCX: WGIFX (250) vs ATWCX (2500). ATWCX (17.08) and WGIFX (16.51) have marching annual gain over last year. ATWCX return over 5 years is better than : 40.40 vs. WGIFX (32.04).
| ATWCX | WGIFX | ATWCX / WGIFX | |
| Total Expense Ratio | 1.74 | 0.52 | 335% |
| Annual Report Gross Expense Ratio | 2.02 | 0.52 | 388% |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 3.363 | 4.946 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 142B | 1% |
| Annual Yield % from dividends | 0.28 | 1.65 | 17% |
| Returns for 1 year | 17.08 | 16.51 | 103% |
| Returns for 3 years | 52.26 | 44.27 | 118% |
| Returns for 5 years | 40.40 | 32.04 | 126% |
| Returns for 10 years | 107.14 | 102.12 | 105% |
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