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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$9.89
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets666.89M
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
AMTAX vs CWGCX Comparison Chart in %
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AMTAX vs. CWGCX commentary
Aug 08, 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 AMTAX is a Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. AMTAX (667M). AMTAX pays higher dividends than CWGCX: AMTAX (2.04) vs CWGCX (0.84). AMTAX was incepted earlier than CWGCX: AMTAX (15 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AMTAX (1.25). AMTAX is a more actively managed with annual turnover of: 90.00 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 : 15.52 vs. AMTAX (14.20). AMTAX return over 5 years is better than : 59.04 vs. CWGCX (42.47).
| AMTAX | CWGCX | AMTAX / CWGCX | |
| Total Expense Ratio | 1.21 | 1.49 | 81% |
| Annual Report Gross Expense Ratio | 1.25 | 1.49 | 84% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 9.566 | 13.022 | 73% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 135B | 0% |
| Annual Yield % from dividends | 2.04 | 0.84 | 244% |
| Returns for 1 year | 14.20 | 15.52 | 92% |
| Returns for 3 years | 16.00 | 40.04 | 40% |
| Returns for 5 years | 59.04 | 42.47 | 139% |
| Returns for 10 years | 57.99 | 54.64 | 106% |
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