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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$9.46
Change-$0.13 (-1.36%)
VolumeN/A
Net Assets669.9M
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
AMTAX vs CWGCX Comparison Chart
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AMTAX vs. CWGCX commentary
Feb 23, 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 StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. AMTAX (670M). 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). AMTAX annual gain was more profitable for investors over the last year : 11.45 vs. CWGCX (6.26). AMTAX return over 5 years is better than : 41.11 vs. CWGCX (29.73).
| 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 | 5.228 | 4.224 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 128B | 1% |
| Annual Yield % from dividends | 3.22 | 1.04 | 308% |
| Returns for 1 year | 11.45 | 6.26 | 183% |
| Returns for 3 years | 8.49 | 14.81 | 57% |
| Returns for 5 years | 41.11 | 29.73 | 138% |
| Returns for 10 years | 37.27 | 41.32 | 90% |