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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$10.55
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets714.56M
American Funds Capital World Gr&Inc F1
Price$75.84
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX commentary
Oct 10, 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: 143B vs. AMTAX (715M). AMTAX pays higher dividends than CWGFX: AMTAX (1.90) vs CWGFX (1.35). AMTAX was incepted earlier than CWGFX: AMTAX (16 years) vs CWGFX (25 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 : 13.91 vs. CWGFX (11.87). AMTAX return over 5 years is better than : 70.89 vs. CWGFX (51.07).
| AMTAX | CWGFX | AMTAX / CWGFX | |
| Total Expense Ratio | 1.21 | 0.80 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 18.465 | 20.902 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 143B | 1% |
| Annual Yield % from dividends | 1.90 | 1.35 | 140% |
| Returns for 1 year | 13.91 | 11.87 | 117% |
| Returns for 3 years | 37.03 | 70.80 | 52% |
| Returns for 5 years | 70.89 | 51.07 | 139% |
| Returns for 10 years | 76.40 | 78.78 | 97% |
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