ATWYX
Price
$25.05
Change
-$0.09 (-0.36%)
Updated
Jul 28 closing price
Net Assets
934.82M
WGIFX
Price
$71.93
Change
-$0.46 (-0.64%)
Updated
Jul 28 closing price
Net Assets
137.34B
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ATWYX vs WGIFX

Header iconATWYX vs WGIFX Comparison
Open Charts ATWYX vs WGIFXBanner chart's image
AB Tax-Managed Wealth Apprec Strat Adv
Price$25.05
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets934.82M
American Funds Capital World Gr&Inc F2
Price$71.93
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
ATWYX vs WGIFX Comparison Chart in %
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ATWYX vs. WGIFX commentary
Jul 29, 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.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. ATWYX (935M). 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 : 16.02 vs. WGIFX (12.36). ATWYX return over 5 years is better than : 61.56 vs. WGIFX (49.12).
ATWYXWGIFXATWYX / WGIFX
Total Expense Ratio0.730.52140%
Annual Report Gross Expense Ratio1.050.52202%
Fund Existence22 years17 years-
Gain YTD13.19514.41092%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets935M137B1%
Annual Yield % from dividends1.121.6767%
Returns for 1 year16.0212.36130%
Returns for 3 years43.3045.2896%
Returns for 5 years61.5649.12125%
Returns for 10 years65.7961.81106%
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