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ATWYX vs CWGFX
ATWYX vs CWGFX Comparison
Open Charts ATWYX vs CWGFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.37
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets940.64M
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
ATWYX vs CWGFX Comparison Chart in %
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ATWYX vs. CWGFX commentary
Aug 18, 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 Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. ATWYX (941M). CWGFX pays higher dividends than ATWYX: CWGFX (1.42) vs ATWYX (1.10). ATWYX was incepted earlier than CWGFX: ATWYX (22 years) vs CWGFX (24 years). ATWYX (1.05) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than CWGFX: ATWYX (0) vs CWGFX (250). ATWYX annual gain was more profitable for investors over the last year : 16.12 vs. CWGFX (11.40). ATWYX return over 5 years is better than : 59.67 vs. CWGFX (47.31).
| ATWYX | CWGFX | ATWYX / CWGFX | |
| Total Expense Ratio | 0.73 | 0.80 | 91% |
| Annual Report Gross Expense Ratio | 1.05 | 0.80 | 131% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 14.641 | 15.446 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 137B | 1% |
| Annual Yield % from dividends | 1.10 | 1.42 | 77% |
| Returns for 1 year | 16.12 | 11.40 | 141% |
| Returns for 3 years | 40.28 | 41.09 | 98% |
| Returns for 5 years | 59.67 | 47.31 | 126% |
| Returns for 10 years | 69.66 | 64.09 | 109% |
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