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ATWYX vs WGIFX
ATWYX vs WGIFX Comparison
Open Charts ATWYX vs WGIFX
AB Tax-Managed Wealth Apprec Strat Adv
Price$26.27
Change-$0.43 (-1.61%)
VolumeN/A
Net Assets981.33M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
ATWYX vs WGIFX Comparison Chart in %
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ATWYX vs. WGIFX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. ATWYX (981M). WGIFX pays higher dividends than ATWYX: WGIFX (1.56) vs ATWYX (1.03). 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 : 16.16 vs. WGIFX (15.32). ATWYX return over 5 years is better than : 57.93 vs. WGIFX (49.19).
| 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 | 20.651 | 23.660 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 144B | 1% |
| Annual Yield % from dividends | 1.03 | 1.56 | 66% |
| Returns for 1 year | 16.16 | 15.32 | 106% |
| Returns for 3 years | 57.22 | 57.23 | 100% |
| Returns for 5 years | 57.93 | 49.19 | 118% |
| Returns for 10 years | 85.83 | 87.75 | 98% |
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