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ATWYX vs FWGIX
ATWYX vs FWGIX Comparison
Open Charts ATWYX vs FWGIX
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&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWYX vs FWGIX Comparison Chart in %
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ATWYX vs. FWGIX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. ATWYX (920M). FWGIX pays higher dividends than ATWYX: FWGIX (1.77) vs ATWYX (1.12). ATWYX was incepted earlier than FWGIX: ATWYX (22 years) vs FWGIX (8 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 : 12.68 vs. FWGIX (9.74). ATWYX return over 5 years is better than : 66.00 vs. FWGIX (54.88).
| ATWYX | FWGIX | ATWYX / FWGIX | |
| Total Expense Ratio | 0.73 | 0.41 | 178% |
| Annual Report Gross Expense Ratio | 1.05 | 0.41 | 256% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 11.342 | 13.775 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 136B | 1% |
| Annual Yield % from dividends | 1.12 | 1.77 | 63% |
| Returns for 1 year | 12.68 | 9.74 | 130% |
| Returns for 3 years | 49.38 | 51.57 | 96% |
| Returns for 5 years | 66.00 | 54.88 | 120% |
| Returns for 10 years | 64.37 | N/A | - |