ATWYX
Price
$24.64
Change
+$0.17 (+0.69%)
Updated
Jul 3 closing price
Net Assets
919.75M
WGIFX
Price
$71.48
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$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.

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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).
ATWYXWGIFXATWYX / WGIFX
Total Expense Ratio0.730.52140%
Annual Report Gross Expense Ratio1.050.52202%
Fund Existence22 years17 years-
Gain YTD11.34213.69483%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets920M136B1%
Annual Yield % from dividends1.121.6767%
Returns for 1 year12.689.60132%
Returns for 3 years49.3851.1397%
Returns for 5 years66.0054.28122%
Returns for 10 years64.3764.28100%
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