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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
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 529F
Price$71.24
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. AMTAX (667M). AMTAX pays higher dividends than CWIFX: AMTAX (2.04) vs CWIFX (1.60). AMTAX was incepted earlier than CWIFX: AMTAX (15 years) vs CWIFX (23 years). AMTAX (1.25) is less costly to investors than CWIFX (0.86). AMTAX is a more actively managed with annual turnover of: 90.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AMTAX: CWIFX (250) vs AMTAX (2500). CWIFX annual gain was more profitable for investors over the last year : 16.57 vs. AMTAX (14.20). AMTAX return over 5 years is better than : 59.04 vs. CWIFX (51.26).
| AMTAX | CWIFX | AMTAX / CWIFX | |
| Total Expense Ratio | 1.21 | 0.86 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 0.86 | 145% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.566 | 13.593 | 70% |
| 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 | 1.60 | 127% |
| Returns for 1 year | 14.20 | 16.57 | 86% |
| Returns for 3 years | 16.00 | 44.74 | 36% |
| Returns for 5 years | 59.04 | 51.26 | 115% |
| Returns for 10 years | 57.99 | 83.24 | 70% |
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