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ATWYX vs CWIAX
ATWYX vs CWIAX Comparison
Open Charts ATWYX vs CWIAX
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 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ATWYX vs CWIAX Comparison Chart in %
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ATWYX vs. CWIAX 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. ATWYX (939M). CWIAX pays higher dividends than ATWYX: CWIAX (1.43) vs ATWYX (1.08). ATWYX was incepted earlier than CWIAX: ATWYX (22 years) vs CWIAX (24 years). ATWYX (1.05) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than CWIAX: ATWYX (0) vs CWIAX (250). ATWYX annual gain was more profitable for investors over the last year : 17.32 vs. CWIAX (13.15). ATWYX return over 5 years is better than : 59.12 vs. CWIAX (50.93).
| ATWYX | CWIAX | ATWYX / CWIAX | |
| Total Expense Ratio | 0.73 | 0.78 | 94% |
| Annual Report Gross Expense Ratio | 1.05 | 0.78 | 135% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 14.731 | 16.202 | 91% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 138B | 1% |
| Annual Yield % from dividends | 1.08 | 1.43 | 76% |
| Returns for 1 year | 17.32 | 13.15 | 132% |
| Returns for 3 years | 53.48 | 55.56 | 96% |
| Returns for 5 years | 59.12 | 50.93 | 116% |
| Returns for 10 years | 80.27 | 98.76 | 81% |
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