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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.61
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets1.01B
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
ATWYX vs CWGCX Comparison Chart in %
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ATWYX vs. CWGCX commentary
Feb 04, 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 ATWYX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ATWYX (1.01B). ATWYX pays higher dividends than CWGCX: ATWYX (1.14) vs CWGCX (0.84). ATWYX was incepted earlier than CWGCX: ATWYX (22 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than ATWYX (1.01). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (23.00). ATWYX has a lower initial minimum investment than CWGCX: ATWYX (0) vs CWGCX (250). ATWYX annual gain was more profitable for investors over the last year : 18.26 vs. CWGCX (15.29). ATWYX return over 5 years is better than : 46.32 vs. CWGCX (26.77).
| ATWYX | CWGCX | ATWYX / CWGCX | |
| Total Expense Ratio | 0.73 | 1.49 | 49% |
| Annual Report Gross Expense Ratio | 1.01 | 1.49 | 68% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.420 | 4.866 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 142B | 1% |
| Annual Yield % from dividends | 1.14 | 0.84 | 137% |
| Returns for 1 year | 18.26 | 15.29 | 119% |
| Returns for 3 years | 57.02 | 39.90 | 143% |
| Returns for 5 years | 46.32 | 26.77 | 173% |
| Returns for 10 years | 120.50 | 93.96 | 128% |
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