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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$10.55
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets714.56M
American Funds Capital World Gr&Inc C
Price$75.06
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
AMTAX vs CWGCX Comparison Chart in %
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AMTAX vs. CWGCX commentary
Oct 10, 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 Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 143B vs. AMTAX (715M). AMTAX pays higher dividends than CWGCX: AMTAX (1.90) vs CWGCX (0.77). AMTAX was incepted earlier than CWGCX: AMTAX (16 years) vs CWGCX (25 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). AMTAX annual gain was more profitable for investors over the last year : 13.91 vs. CWGCX (11.06). AMTAX return over 5 years is better than : 70.89 vs. CWGCX (47.07).
| AMTAX | CWGCX | AMTAX / CWGCX | |
| Total Expense Ratio | 1.21 | 1.49 | 81% |
| Annual Report Gross Expense Ratio | 1.25 | 1.49 | 84% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 18.465 | 20.291 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 143B | 1% |
| Annual Yield % from dividends | 1.90 | 0.77 | 247% |
| Returns for 1 year | 13.91 | 11.06 | 126% |
| Returns for 3 years | 37.03 | 67.50 | 55% |
| Returns for 5 years | 70.89 | 47.07 | 151% |
| Returns for 10 years | 76.40 | 73.98 | 103% |
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