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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$10.55
Change-$0.10 (-0.94%)
VolumeN/A
Net Assets714.56M
American Funds Capital World Gr&Inc 529E
Price$75.60
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Oct 10, 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 143B vs. AMTAX (715M). AMTAX pays higher dividends than CWIEX: AMTAX (1.90) vs CWIEX (1.17). 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 : 13.91 vs. CWIEX (11.64). AMTAX return over 5 years is better than : 70.89 vs. CWIEX (52.82).
| 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 | 18.465 | 20.731 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 143B | 1% |
| Annual Yield % from dividends | 1.90 | 1.17 | 161% |
| Returns for 1 year | 13.91 | 11.64 | 119% |
| Returns for 3 years | 37.03 | 70.81 | 52% |
| Returns for 5 years | 70.89 | 52.82 | 134% |
| Returns for 10 years | 76.40 | 97.34 | 78% |
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