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ATWYX vs CWIAX
ATWYX vs CWIAX Comparison
Open Charts ATWYX vs CWIAX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.37
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets940.64M
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
ATWYX vs CWIAX Comparison Chart in %
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ATWYX vs. CWIAX 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. ATWYX (941M). CWIAX pays higher dividends than ATWYX: CWIAX (1.46) vs ATWYX (1.10). 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 : 16.12 vs. CWIAX (11.41). ATWYX return over 5 years is better than : 59.67 vs. CWIAX (51.32).
| 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 | 14.641 | 15.485 | 95% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 137B | 1% |
| Annual Yield % from dividends | 1.10 | 1.46 | 75% |
| Returns for 1 year | 16.12 | 11.41 | 141% |
| Returns for 3 years | 40.28 | 42.58 | 95% |
| Returns for 5 years | 59.67 | 51.32 | 116% |
| Returns for 10 years | 69.66 | 85.94 | 81% |
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