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ATWYX vs CWIFX
ATWYX vs CWIFX Comparison
Open Charts ATWYX vs CWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$23.48
Change-$0.27 (-1.14%)
VolumeN/A
Net Assets879.01M
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
ATWYX vs CWIFX Comparison Chart
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ATWYX vs. CWIFX commentary
Jun 16, 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. ATWYX (879M). CWIFX pays higher dividends than ATWYX: CWIFX (1.68) vs ATWYX (1.19). ATWYX was incepted earlier than CWIFX: ATWYX (22 years) vs CWIFX (23 years). ATWYX (1.05) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than CWIFX: ATWYX (0) vs CWIFX (250). ATWYX annual gain was more profitable for investors over the last year : 9.00 vs. CWIFX (6.46). ATWYX return over 5 years is better than : 62.82 vs. CWIFX (57.58).
| ATWYX | CWIFX | ATWYX / CWIFX | |
| Total Expense Ratio | 0.73 | 0.86 | 85% |
| Annual Report Gross Expense Ratio | 1.05 | 0.86 | 122% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.100 | 9.097 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 879M | 131B | 1% |
| Annual Yield % from dividends | 1.19 | 1.68 | 71% |
| Returns for 1 year | 9.00 | 6.46 | 139% |
| Returns for 3 years | 44.06 | 46.04 | 96% |
| Returns for 5 years | 62.82 | 57.58 | 109% |
| Returns for 10 years | 54.47 | 76.87 | 71% |
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