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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$9.89
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets666.89M
American Funds Capital World Gr&Inc 529E
Price$71.10
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. AMTAX (667M). AMTAX pays higher dividends than CWIEX: AMTAX (2.04) vs CWIEX (1.25). AMTAX was incepted earlier than CWIEX: AMTAX (15 years) vs CWIEX (23 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 : 16.09 vs. AMTAX (14.20). AMTAX return over 5 years is better than : 59.04 vs. CWIEX (48.28).
| AMTAX | CWIEX | AMTAX / CWIEX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.566 | 13.319 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 135B | 0% |
| Annual Yield % from dividends | 2.04 | 1.25 | 163% |
| Returns for 1 year | 14.20 | 16.09 | 88% |
| Returns for 3 years | 16.00 | 43.06 | 37% |
| Returns for 5 years | 59.04 | 48.28 | 122% |
| Returns for 10 years | 57.99 | 75.67 | 77% |
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