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ATWYX vs CWIEX
ATWYX vs CWIEX Comparison
Open Charts ATWYX vs CWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.14
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ATWYX vs CWIEX Comparison Chart in %
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ATWYX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ATWYX (935M). CWIEX pays higher dividends than ATWYX: CWIEX (1.25) vs ATWYX (1.12). 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 : 17.84 vs. CWIEX (13.48). ATWYX return over 5 years is better than : 65.00 vs. CWIEX (53.28).
| 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 | 13.601 | 14.849 | 92% |
| 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 | 1.25 | 90% |
| Returns for 1 year | 17.84 | 13.48 | 132% |
| Returns for 3 years | 49.93 | 51.35 | 97% |
| Returns for 5 years | 65.00 | 53.28 | 122% |
| Returns for 10 years | 67.50 | 80.39 | 84% |
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