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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
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 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX 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 CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. AMTAX (707M). AMTAX pays higher dividends than CWIFX: AMTAX (1.87) vs CWIFX (1.49). 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 : 14.45 vs. CWIFX (12.35). AMTAX return over 5 years is better than : 63.98 vs. CWIFX (46.07).
| 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 | 17.909 | 19.117 | 94% |
| 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 | 1.49 | 126% |
| Returns for 1 year | 14.45 | 12.35 | 117% |
| Returns for 3 years | 27.73 | 52.31 | 53% |
| Returns for 5 years | 63.98 | 46.07 | 139% |
| Returns for 10 years | 84.73 | 100.03 | 85% |
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