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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$9.82
Change-$0.07 (-0.71%)
VolumeN/A
Net Assets671.8M
American Funds Capital World Gr&Inc C
Price$70.25
Change-$0.35 (-0.50%)
VolumeN/A
Net Assets135.74B
AMTAX vs CWGCX Comparison Chart in %
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AMTAX vs. CWGCX commentary
Jul 16, 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: 136B vs. AMTAX (672M). AMTAX pays higher dividends than CWGCX: AMTAX (2.04) vs CWGCX (0.83). 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 : 8.97 vs. CWGCX (6.03). AMTAX return over 5 years is better than : 67.43 vs. CWGCX (44.91).
| 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 | 10.011 | 12.493 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 136B | 0% |
| Annual Yield % from dividends | 2.04 | 0.83 | 244% |
| Returns for 1 year | 8.97 | 6.03 | 149% |
| Returns for 3 years | 23.35 | 48.60 | 48% |
| Returns for 5 years | 67.43 | 44.91 | 150% |
| Returns for 10 years | 52.90 | 52.98 | 100% |
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