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ATWYX vs FWGIX
ATWYX vs FWGIX Comparison
Open Charts ATWYX vs FWGIX
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 %
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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.
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).
| 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 | 9 years | - |
| Gain YTD | 13.601 | 15.237 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 137B | 1% |
| Annual Yield % from dividends | 1.12 | 1.77 | 63% |
| Returns for 1 year | 17.84 | 14.19 | 126% |
| Returns for 3 years | 49.93 | 52.35 | 95% |
| Returns for 5 years | 65.00 | 53.11 | 122% |
| Returns for 10 years | 67.50 | N/A | - |
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