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ATWYX vs CWIEX
ATWYX vs CWIEX Comparison
Open Charts ATWYX vs CWIEX
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 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
ATWYX vs CWIEX Comparison Chart in %
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ATWYX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ATWYX (941M). CWIEX pays higher dividends than ATWYX: CWIEX (1.25) vs ATWYX (1.10). ATWYX was incepted earlier than CWIEX: ATWYX (22 years) vs CWIEX (23 years). ATWYX (1.05) and CWIEX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than CWIEX: ATWYX (0) vs CWIEX (250). ATWYX annual gain was more profitable for investors over the last year : 16.12 vs. CWIEX (11.15). ATWYX return over 5 years is better than : 59.67 vs. CWIEX (49.58).
| ATWYX | CWIEX | ATWYX / CWIEX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 1.05 | 1.00 | 105% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 14.641 | 15.312 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 137B | 1% |
| Annual Yield % from dividends | 1.10 | 1.25 | 88% |
| Returns for 1 year | 16.12 | 11.15 | 145% |
| Returns for 3 years | 40.28 | 41.58 | 97% |
| Returns for 5 years | 59.67 | 49.58 | 120% |
| Returns for 10 years | 69.66 | 81.77 | 85% |
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