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ATWYX vs CWGFX
ATWYX vs CWGFX Comparison
Open Charts ATWYX vs CWGFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$23.48
Change-$0.27 (-1.14%)
VolumeN/A
Net Assets879.01M
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
ATWYX vs CWGFX Comparison Chart
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ATWYX vs. CWGFX commentary
Jun 16, 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: 131B vs. ATWYX (879M). CWGFX pays higher dividends than ATWYX: CWGFX (1.49) vs ATWYX (1.19). 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 : 9.00 vs. CWGFX (6.27). ATWYX return over 5 years is better than : 62.82 vs. CWGFX (51.55).
| 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 | 6.100 | 8.990 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 879M | 131B | 1% |
| Annual Yield % from dividends | 1.19 | 1.49 | 80% |
| Returns for 1 year | 9.00 | 6.27 | 143% |
| Returns for 3 years | 44.06 | 43.82 | 101% |
| Returns for 5 years | 62.82 | 51.55 | 122% |
| Returns for 10 years | 54.47 | 51.77 | 105% |
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