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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$9.46
Change-$0.13 (-1.36%)
VolumeN/A
Net Assets669.9M
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
AMTAX vs CWGFX Comparison Chart
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AMTAX vs. CWGFX commentary
Feb 23, 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 StrongBuy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. AMTAX (670M). 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 : 11.45 vs. CWGFX (7.04). AMTAX return over 5 years is better than : 41.11 vs. CWGFX (32.49).
| 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 | 5.228 | 4.307 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 128B | 1% |
| Annual Yield % from dividends | 3.22 | 1.64 | 196% |
| Returns for 1 year | 11.45 | 7.04 | 163% |
| Returns for 3 years | 8.49 | 16.46 | 52% |
| Returns for 5 years | 41.11 | 32.49 | 127% |
| Returns for 10 years | 37.27 | 44.44 | 84% |
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