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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$9.63
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets661.4M
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
AMTAX vs CWGFX Comparison Chart
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AMTAX vs. CWGFX commentary
Jun 07, 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: 131B vs. AMTAX (661M). AMTAX pays higher dividends than CWGFX: AMTAX (2.10) vs CWGFX (1.49). 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 : 7.98 vs. CWGFX (6.09). AMTAX return over 5 years is better than : 60.76 vs. CWGFX (45.15).
| 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 | 7.008 | 8.614 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 131B | 1% |
| Annual Yield % from dividends | 2.10 | 1.49 | 141% |
| Returns for 1 year | 7.98 | 6.09 | 131% |
| Returns for 3 years | 3.17 | 29.36 | 11% |
| Returns for 5 years | 60.76 | 45.15 | 135% |
| Returns for 10 years | 44.49 | 52.08 | 85% |
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