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ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.27
Change-$0.43 (-1.61%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
ATWYX vs CWGCX Comparison Chart in %
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ATWYX vs. CWGCX 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 ATWYX is a Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. ATWYX (981M). ATWYX pays higher dividends than CWGCX: ATWYX (1.03) vs CWGCX (0.75). ATWYX was incepted earlier than CWGCX: ATWYX (22 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than ATWYX (1.05). CWGCX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). 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 : 16.16 vs. CWGCX (14.15). ATWYX return over 5 years is better than : 57.93 vs. CWGCX (43.67).
| ATWYX | CWGCX | ATWYX / CWGCX | |
| Total Expense Ratio | 0.73 | 1.49 | 49% |
| Annual Report Gross Expense Ratio | 1.05 | 1.49 | 70% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 20.651 | 22.663 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 1.03 | 0.75 | 137% |
| Returns for 1 year | 16.16 | 14.15 | 114% |
| Returns for 3 years | 57.22 | 52.93 | 108% |
| Returns for 5 years | 57.93 | 43.67 | 133% |
| Returns for 10 years | 85.83 | 80.72 | 106% |
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