Interact to see
Advertisement
Advertisement
ATWYX vs FWCGX
ATWYX vs FWCGX Comparison
Open Charts ATWYX vs FWCGX
AB Tax-Managed Wealth Apprec Strat Adv
Price$24.64
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets919.75M
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWYX vs FWCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. ATWYX (920M). FWCGX pays higher dividends than ATWYX: FWCGX (1.73) vs ATWYX (1.12). ATWYX was incepted earlier than FWCGX: ATWYX (22 years) vs FWCGX (5 years). ATWYX (1.05) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than FWCGX: ATWYX (0) vs FWCGX (250). ATWYX annual gain was more profitable for investors over the last year : 12.68 vs. FWCGX (9.68).
| ATWYX | FWCGX | ATWYX / FWCGX | |
| Total Expense Ratio | 0.73 | 0.47 | 155% |
| Annual Report Gross Expense Ratio | 1.05 | 0.47 | 223% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 11.342 | 13.732 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 1.12 | 1.73 | 65% |
| Returns for 1 year | 12.68 | 9.68 | 131% |
| Returns for 3 years | 49.38 | 53.08 | 93% |
| Returns for 5 years | 66.00 | N/A | - |
| Returns for 10 years | 64.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement