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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
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 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX 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 CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. AMTAX (707M). AMTAX pays higher dividends than CWIEX: AMTAX (1.87) vs CWIEX (1.15). 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). AMTAX annual gain was more profitable for investors over the last year : 14.45 vs. CWIEX (11.90). AMTAX return over 5 years is better than : 63.98 vs. CWIEX (43.18).
| 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 | 17.909 | 18.687 | 96% |
| 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 | 1.15 | 163% |
| Returns for 1 year | 14.45 | 11.90 | 121% |
| Returns for 3 years | 27.73 | 50.53 | 55% |
| Returns for 5 years | 63.98 | 43.18 | 148% |
| Returns for 10 years | 84.73 | 91.78 | 92% |
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