AMTAX
Price
$10.17
Change
+$0.03 (+0.30%)
Updated
Aug 28 closing price
Net Assets
683.16M
CWIFX
Price
$72.90
Change
+$0.36 (+0.50%)
Updated
Aug 28 closing price
Net Assets
136.73B
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AMTAX vs CWIFX

Header iconAMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFXBanner chart's image
AB All Market Real Return A
Price$10.17
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets683.16M
American Funds Capital World Gr&Inc 529F
Price$72.90
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX commentary
Aug 30, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. AMTAX (683M). 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). AMTAX (11.13) and CWIFX (10.78) have marching annual gain over last year. AMTAX return over 5 years is better than : 59.73 vs. CWIFX (49.16).
AMTAXCWIFXAMTAX / CWIFX
Total Expense Ratio1.210.86141%
Annual Report Gross Expense Ratio1.250.86145%
Fund Existence15 years23 years-
Gain YTD12.79216.24079%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets683M137B0%
Annual Yield % from dividends2.041.60127%
Returns for 1 year11.1310.78103%
Returns for 3 years17.1151.6633%
Returns for 5 years59.7349.16121%
Returns for 10 years71.69101.5571%
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