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ATWYX vs CWGFX
ATWYX vs CWGFX Comparison
Open Charts ATWYX vs CWGFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.53
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets939.09M
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ATWYX vs CWGFX Comparison Chart in %
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ATWYX vs. CWGFX commentary
Sep 09, 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: 138B vs. ATWYX (939M). CWGFX pays higher dividends than ATWYX: CWGFX (1.39) vs ATWYX (1.08). ATWYX was incepted earlier than CWGFX: ATWYX (22 years) vs CWGFX (25 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 : 17.32 vs. CWGFX (13.11). ATWYX return over 5 years is better than : 59.12 vs. CWGFX (46.91).
| 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 | 25 years | - |
| Gain YTD | 14.731 | 16.146 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 138B | 1% |
| Annual Yield % from dividends | 1.08 | 1.39 | 78% |
| Returns for 1 year | 17.32 | 13.11 | 132% |
| Returns for 3 years | 53.48 | 53.92 | 99% |
| Returns for 5 years | 59.12 | 46.91 | 126% |
| Returns for 10 years | 80.27 | 75.40 | 106% |