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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$9.17
Change-$0.28 (-2.96%)
VolumeN/A
Net Assets661.63M
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
AMTAX vs CWGFX Comparison Chart
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AMTAX vs. CWGFX commentary
Apr 04, 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: 123B vs. AMTAX (662M). AMTAX pays higher dividends than CWGFX: AMTAX (2.12) vs CWGFX (1.59). 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 : 6.32 vs. CWGFX (0.19). AMTAX return over 5 years is better than : 91.72 vs. CWGFX (68.06).
| 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 | 4.672 | 0.845 | 553% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 123B | 1% |
| Annual Yield % from dividends | 2.12 | 1.59 | 133% |
| Returns for 1 year | 6.32 | 0.19 | 3,335% |
| Returns for 3 years | 1.01 | 11.40 | 9% |
| Returns for 5 years | 91.72 | 68.06 | 135% |
| Returns for 10 years | 40.72 | 40.90 | 100% |
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