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ATWYX vs CWIFX
ATWYX vs CWIFX Comparison
Open Charts ATWYX vs CWIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.53
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets939.09M
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ATWYX vs CWIFX Comparison Chart in %
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ATWYX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. ATWYX (939M). CWIFX pays higher dividends than ATWYX: CWIFX (1.57) vs ATWYX (1.08). 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 : 17.32 vs. CWIFX (13.31). ATWYX return over 5 years is better than : 59.12 vs. CWIFX (52.14).
| 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 | 14.731 | 16.304 | 90% |
| 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 | 1.57 | 69% |
| Returns for 1 year | 17.32 | 13.31 | 130% |
| Returns for 3 years | 53.48 | 56.25 | 95% |
| Returns for 5 years | 59.12 | 52.14 | 113% |
| Returns for 10 years | 80.27 | 102.66 | 78% |
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