ATWYX
Price
$25.14
Change
+$0.05 (+0.20%)
Updated
Jul 25 closing price
Net Assets
934.82M
FWGIX
Price
$72.48
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
Interact to see
Advertisement

ATWYX vs FWGIX

Header iconATWYX vs FWGIX Comparison
Open Charts ATWYX vs FWGIXBanner chart's image
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.14
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ATWYX vs FWGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ATWYX vs. FWGIX commentary
Jul 27, 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 FWGIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. ATWYX (935M). FWGIX pays higher dividends than ATWYX: FWGIX (1.77) vs ATWYX (1.12). ATWYX was incepted earlier than FWGIX: ATWYX (22 years) vs FWGIX (9 years). ATWYX (1.05) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than FWGIX: ATWYX (0) vs FWGIX (1000000). ATWYX annual gain was more profitable for investors over the last year : 17.84 vs. FWGIX (14.19). ATWYX return over 5 years is better than : 65.00 vs. FWGIX (53.11).
ATWYXFWGIXATWYX / FWGIX
Total Expense Ratio0.730.41178%
Annual Report Gross Expense Ratio1.050.41256%
Fund Existence22 years9 years-
Gain YTD13.60115.23789%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends1.121.7763%
Returns for 1 year17.8414.19126%
Returns for 3 years49.9352.3595%
Returns for 5 years65.0053.11122%
Returns for 10 years67.50N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SBH10.370.24
+2.37%
Sally Beauty Holdings
ADC73.52-0.22
-0.30%
Agree Realty Corp
AERT0.95N/A
-0.33%
Aeries Technology
CB269.15-1.03
-0.38%
Chubb Limited
MVST3.31-0.03
-0.90%
Microvast Holdings