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ATWYX vs WGIFX
ATWYX vs WGIFX Comparison
Open Charts ATWYX vs WGIFX
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 F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ATWYX vs WGIFX Comparison Chart in %
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ATWYX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. ATWYX (920M). WGIFX pays higher dividends than ATWYX: WGIFX (1.67) vs ATWYX (1.12). ATWYX was incepted earlier than WGIFX: ATWYX (22 years) vs WGIFX (17 years). ATWYX (1.05) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. ATWYX (10.00). ATWYX has a lower initial minimum investment than WGIFX: ATWYX (0) vs WGIFX (250). ATWYX annual gain was more profitable for investors over the last year : 12.68 vs. WGIFX (9.60). ATWYX return over 5 years is better than : 66.00 vs. WGIFX (54.28).
| ATWYX | WGIFX | ATWYX / WGIFX | |
| Total Expense Ratio | 0.73 | 0.52 | 140% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 11.342 | 13.694 | 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 | 1.67 | 67% |
| Returns for 1 year | 12.68 | 9.60 | 132% |
| Returns for 3 years | 49.38 | 51.13 | 97% |
| Returns for 5 years | 66.00 | 54.28 | 122% |
| Returns for 10 years | 64.37 | 64.28 | 100% |