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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
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 529F
Price$75.72
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 143B vs. AMTAX (715M). AMTAX pays higher dividends than CWIFX: AMTAX (1.90) vs CWIFX (1.53). AMTAX was incepted earlier than CWIFX: AMTAX (16 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). AMTAX annual gain was more profitable for investors over the last year : 13.91 vs. CWIFX (12.06). AMTAX return over 5 years is better than : 70.89 vs. CWIFX (55.86).
| AMTAX | CWIFX | AMTAX / CWIFX | |
| Total Expense Ratio | 1.21 | 0.86 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 0.86 | 145% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 18.465 | 21.100 | 88% |
| 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 | 1.53 | 124% |
| Returns for 1 year | 13.91 | 12.06 | 115% |
| Returns for 3 years | 37.03 | 72.80 | 51% |
| Returns for 5 years | 70.89 | 55.86 | 127% |
| Returns for 10 years | 76.40 | 105.80 | 72% |
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