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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
AB All Market Real Return A
Price$10.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets703.75M
American Funds Capital World Gr&Inc 529F
Price$74.84
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX commentary
Sep 19, 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: 141B vs. AMTAX (704M). AMTAX pays higher dividends than CWIFX: AMTAX (1.96) vs CWIFX (1.57). 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). CWIFX annual gain was more profitable for investors over the last year : 14.41 vs. AMTAX (12.45). AMTAX return over 5 years is better than : 66.65 vs. CWIFX (58.05).
| 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 | 15.239 | 19.692 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 141B | 0% |
| Annual Yield % from dividends | 1.96 | 1.57 | 125% |
| Returns for 1 year | 12.45 | 14.41 | 86% |
| Returns for 3 years | 25.77 | 60.32 | 43% |
| Returns for 5 years | 66.65 | 58.05 | 115% |
| Returns for 10 years | 80.32 | 109.35 | 73% |
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