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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$9.17
Change-$0.28 (-2.96%)
VolumeN/A
Net Assets661.63M
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
AMTAX vs CWGCX Comparison Chart
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AMTAX vs. CWGCX commentary
Apr 04, 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: 123B vs. AMTAX (662M). AMTAX pays higher dividends than CWGCX: AMTAX (2.12) vs CWGCX (0.93). 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). AMTAX annual gain was more profitable for investors over the last year : 6.19 vs. CWGCX (-0.53). AMTAX return over 5 years is better than : 92.54 vs. CWGCX (64.18).
| 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 | 5.117 | 0.700 | 731% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 123B | 1% |
| Annual Yield % from dividends | 2.12 | 0.93 | 229% |
| Returns for 1 year | 6.19 | -0.53 | -1,160% |
| Returns for 3 years | 0.96 | 9.63 | 10% |
| Returns for 5 years | 92.54 | 64.18 | 144% |
| Returns for 10 years | 39.49 | 37.61 | 105% |
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