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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$8.91
Change-$0.20 (-2.20%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
AMTAX vs CWGCX Comparison Chart
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AMTAX vs. CWGCX commentary
Dec 19, 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 Hold and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. AMTAX (677M). 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 : 11.39 vs. AMTAX (7.20). AMTAX return over 5 years is better than : 34.95 vs. CWGCX (29.79).
| 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 | 6.101 | 9.830 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 121B | 1% |
| Annual Yield % from dividends | 3.22 | 1.04 | 308% |
| Returns for 1 year | 7.20 | 11.39 | 63% |
| Returns for 3 years | 9.55 | 8.48 | 113% |
| Returns for 5 years | 34.95 | 29.79 | 117% |
| Returns for 10 years | 31.22 | 44.61 | 70% |