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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$10.17
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets683.16M
American Funds Capital World Gr&Inc F1
Price$73.00
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX commentary
Aug 30, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AMTAX (683M). AMTAX pays higher dividends than CWGFX: AMTAX (2.04) vs CWGFX (1.42). AMTAX was incepted earlier than CWGFX: AMTAX (15 years) vs CWGFX (24 years). AMTAX (1.25) is less costly to investors than CWGFX (0.80). AMTAX is a more actively managed with annual turnover of: 90.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTAX: CWGFX (250) vs AMTAX (2500). AMTAX (11.13) and CWGFX (10.59) have marching annual gain over last year. AMTAX return over 5 years is better than : 59.73 vs. CWGFX (44.04).
| AMTAX | CWGFX | AMTAX / CWGFX | |
| Total Expense Ratio | 1.21 | 0.80 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 12.792 | 16.082 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 137B | 0% |
| Annual Yield % from dividends | 2.04 | 1.42 | 143% |
| Returns for 1 year | 11.13 | 10.59 | 105% |
| Returns for 3 years | 17.11 | 49.40 | 35% |
| Returns for 5 years | 59.73 | 44.04 | 136% |
| Returns for 10 years | 71.69 | 74.44 | 96% |
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