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ATWYX vs WGIFX
ATWYX vs WGIFX Comparison
Open Charts ATWYX vs WGIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.15
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets962.59M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
ATWYX vs WGIFX Comparison Chart in %
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ATWYX vs. WGIFX commentary
Oct 19, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. ATWYX (963M). WGIFX pays higher dividends than ATWYX: WGIFX (1.59) vs ATWYX (1.05). 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 : 14.76 vs. WGIFX (11.05). ATWYX return over 5 years is better than : 60.04 vs. WGIFX (52.11).
| 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 | 18.165 | 20.182 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 141B | 1% |
| Annual Yield % from dividends | 1.05 | 1.59 | 66% |
| Returns for 1 year | 14.76 | 11.05 | 134% |
| Returns for 3 years | 65.70 | 68.14 | 96% |
| Returns for 5 years | 60.04 | 52.11 | 115% |
| Returns for 10 years | 79.83 | 78.84 | 101% |
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