Interact to see
Advertisement
Advertisement
ATWYX vs CWGCX
ATWYX vs CWGCX Comparison
Open Charts ATWYX vs CWGCX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.96
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets992.83M
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
ATWYX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ATWYX vs. CWGCX commentary
Dec 28, 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 StrongBuy and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ATWYX (993M). 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 (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 : 15.22 vs. CWGCX (11.67). ATWYX return over 5 years is better than : 47.95 vs. CWGCX (27.43).
| 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 | 17.307 | 13.737 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 993M | 142B | 1% |
| Annual Yield % from dividends | 1.03 | 0.75 | 138% |
| Returns for 1 year | 15.22 | 11.67 | 130% |
| Returns for 3 years | 64.69 | 43.06 | 150% |
| Returns for 5 years | 47.95 | 27.43 | 175% |
| Returns for 10 years | 91.30 | 68.53 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers