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ATWYX vs CWIEX
ATWYX vs CWIEX Comparison
Open Charts ATWYX vs CWIEX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.53
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets939.09M
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ATWYX vs CWIEX Comparison Chart in %
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ATWYX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. ATWYX (939M). CWIEX pays higher dividends than ATWYX: CWIEX (1.22) vs ATWYX (1.08). ATWYX was incepted earlier than CWIEX: ATWYX (22 years) vs CWIEX (24 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 : 17.32 vs. CWIEX (12.87). ATWYX return over 5 years is better than : 59.12 vs. CWIEX (49.15).
| 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 | 24 years | - |
| Gain YTD | 14.731 | 15.997 | 92% |
| 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 | 1.22 | 89% |
| Returns for 1 year | 17.32 | 12.87 | 135% |
| Returns for 3 years | 53.48 | 54.44 | 98% |
| Returns for 5 years | 59.12 | 49.15 | 120% |
| Returns for 10 years | 80.27 | 94.28 | 85% |