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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
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 F1
Price$70.99
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. AMTAX (672M). 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 annual gain was more profitable for investors over the last year : 8.97 vs. CWGFX (6.81). AMTAX return over 5 years is better than : 67.43 vs. CWGFX (48.57).
| 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 | 10.011 | 12.886 | 78% |
| 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 | 1.42 | 143% |
| Returns for 1 year | 8.97 | 6.81 | 132% |
| Returns for 3 years | 23.35 | 51.28 | 46% |
| Returns for 5 years | 67.43 | 48.57 | 139% |
| Returns for 10 years | 52.90 | 56.90 | 93% |
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