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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$10.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets703.75M
American Funds Capital World Gr&Inc 529E
Price$74.73
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Sep 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 CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. AMTAX (704M). AMTAX pays higher dividends than CWIEX: AMTAX (1.96) vs CWIEX (1.22). AMTAX was incepted earlier than CWIEX: AMTAX (16 years) vs CWIEX (24 years). AMTAX (1.25) is less costly to investors than CWIEX (1.00). AMTAX is a more actively managed with annual turnover of: 90.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AMTAX: CWIEX (250) vs AMTAX (2500). CWIEX annual gain was more profitable for investors over the last year : 13.94 vs. AMTAX (12.45). AMTAX return over 5 years is better than : 66.65 vs. CWIEX (54.94).
| AMTAX | CWIEX | AMTAX / CWIEX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 15.239 | 19.342 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 141B | 0% |
| Annual Yield % from dividends | 1.96 | 1.22 | 160% |
| Returns for 1 year | 12.45 | 13.94 | 89% |
| Returns for 3 years | 25.77 | 58.45 | 44% |
| Returns for 5 years | 66.65 | 54.94 | 121% |
| Returns for 10 years | 80.32 | 100.69 | 80% |
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