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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$9.08
Change-$0.12 (-1.30%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$64.50
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
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AMTAX vs CWGFX Comparison Chart
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AMTAX vs. CWGFX commentary
Sep 08, 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 Buy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. AMTAX (716M). 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 : 17.25 vs. AMTAX (7.98). CWGFX (40.69) and AMTAX (39.93) 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 | 4.903 | 10.290 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 121B | 1% |
| Annual Yield % from dividends | 3.22 | 1.64 | 196% |
| Returns for 1 year | 7.98 | 17.25 | 46% |
| Returns for 3 years | 6.43 | 1.53 | 420% |
| Returns for 5 years | 39.93 | 40.69 | 98% |
| Returns for 10 years | 10.79 | 45.42 | 24% |
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