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ATWYX vs CWIFX
ATWYX vs CWIFX Comparison
Open Charts ATWYX vs CWIFX
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 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
ATWYX vs CWIFX Comparison Chart in %
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ATWYX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. ATWYX (941M). CWIFX pays higher dividends than ATWYX: CWIFX (1.60) vs ATWYX (1.10). 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 : 16.12 vs. CWIFX (11.58). ATWYX return over 5 years is better than : 59.67 vs. CWIFX (52.56).
| 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 | 14.641 | 15.587 | 94% |
| 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 | 1.60 | 68% |
| Returns for 1 year | 16.12 | 11.58 | 139% |
| Returns for 3 years | 40.28 | 43.22 | 93% |
| Returns for 5 years | 59.67 | 52.56 | 114% |
| Returns for 10 years | 69.66 | 89.56 | 78% |
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