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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$9.28
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets685.02M
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AMTAX vs CWGFX Comparison Chart
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AMTAX vs. CWGFX commentary
Jan 19, 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 Hold and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. AMTAX (685M). 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). AMTAX annual gain was more profitable for investors over the last year : 11.65 vs. CWGFX (10.89). AMTAX return over 5 years is better than : 34.54 vs. CWGFX (27.58).
| 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 | 3.226 | 2.051 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 127B | 1% |
| Annual Yield % from dividends | 3.22 | 1.64 | 196% |
| Returns for 1 year | 11.65 | 10.89 | 107% |
| Returns for 3 years | 7.18 | 8.51 | 84% |
| Returns for 5 years | 34.54 | 27.58 | 125% |
| Returns for 10 years | 38.47 | 47.73 | 81% |
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