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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$9.33
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
AMTAX vs CWGCX Comparison Chart
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AMTAX vs. CWGCX commentary
Nov 18, 2024
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 AMTAX is a StrongBuy and CWGCX is a Sell.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. AMTAX (687M). AMTAX pays higher dividends than CWGCX: AMTAX (3.22) vs CWGCX (1.04). AMTAX was incepted earlier than CWGCX: AMTAX (15 years) vs CWGCX (24 years). AMTAX is a more actively managed with annual turnover of: 69.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AMTAX: CWGCX (250) vs AMTAX (2500). CWGCX annual gain was more profitable for investors over the last year : 18.22 vs. AMTAX (12.05). AMTAX (37.83) and CWGCX (36.04) have equivalent 5 years return.
| AMTAX | CWGCX | AMTAX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 6.385 | 12.381 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 125B | 1% |
| Annual Yield % from dividends | 3.22 | 1.04 | 308% |
| Returns for 1 year | 12.05 | 18.22 | 66% |
| Returns for 3 years | 4.87 | 1.67 | 292% |
| Returns for 5 years | 37.83 | 36.04 | 105% |
| Returns for 10 years | 23.20 | 46.10 | 50% |
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