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ATWYX vs CWGFX
ATWYX vs CWGFX Comparison
Open Charts ATWYX vs CWGFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.14
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ATWYX vs CWGFX Comparison Chart in %
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ATWYX vs. CWGFX commentary
Jul 27, 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 (935M). CWGFX pays higher dividends than ATWYX: CWGFX (1.42) vs ATWYX (1.12). 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 : 17.84 vs. CWGFX (13.72). ATWYX return over 5 years is better than : 65.00 vs. CWGFX (50.98).
| 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 | 13.601 | 14.969 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 1.12 | 1.42 | 79% |
| Returns for 1 year | 17.84 | 13.72 | 130% |
| Returns for 3 years | 49.93 | 50.80 | 98% |
| Returns for 5 years | 65.00 | 50.98 | 127% |
| Returns for 10 years | 67.50 | 62.85 | 107% |
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