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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$9.33
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AMTAX vs CWGFX Comparison Chart
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AMTAX vs. CWGFX commentary
Nov 18, 2024
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 CWGFX is a Sell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. AMTAX (687M). AMTAX pays higher dividends than CWGFX: AMTAX (3.22) vs CWGFX (1.64). AMTAX was incepted earlier than CWGFX: AMTAX (15 years) vs CWGFX (24 years). AMTAX is a more actively managed with annual turnover of: 69.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTAX: CWGFX (250) vs AMTAX (2500). CWGFX annual gain was more profitable for investors over the last year : 19.02 vs. AMTAX (12.05). CWGFX (38.62) and AMTAX (37.83) have equivalent 5 years return.
| AMTAX | CWGFX | AMTAX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 6.385 | 13.044 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 125B | 1% |
| Annual Yield % from dividends | 3.22 | 1.64 | 196% |
| Returns for 1 year | 12.05 | 19.02 | 63% |
| Returns for 3 years | 4.87 | 3.12 | 156% |
| Returns for 5 years | 37.83 | 38.62 | 98% |
| Returns for 10 years | 23.20 | 49.28 | 47% |
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