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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$10.57
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets707.25M
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. AMTAX (707M). AMTAX pays higher dividends than CWGFX: AMTAX (1.87) vs CWGFX (1.32). 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 : 14.45 vs. CWGFX (12.16). AMTAX return over 5 years is better than : 63.98 vs. CWGFX (41.60).
| 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 | 17.909 | 18.909 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 139B | 1% |
| Annual Yield % from dividends | 1.87 | 1.32 | 142% |
| Returns for 1 year | 14.45 | 12.16 | 119% |
| Returns for 3 years | 27.73 | 50.59 | 55% |
| Returns for 5 years | 63.98 | 41.60 | 154% |
| Returns for 10 years | 84.73 | 73.79 | 115% |
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