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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
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 F3
Price$76.02
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
AMTAX vs FWGIX Comparison Chart in %
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AMTAX vs. FWGIX 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 143B vs. AMTAX (715M). AMTAX pays higher dividends than FWGIX: AMTAX (1.90) vs FWGIX (1.68). AMTAX was incepted earlier than FWGIX: AMTAX (16 years) vs FWGIX (9 years). AMTAX (1.25) is less costly to investors than FWGIX (0.41). AMTAX is a more actively managed with annual turnover of: 90.00 vs. FWGIX (27.00). AMTAX has a lower initial minimum investment than FWGIX: AMTAX (2500) vs FWGIX (1000000). AMTAX annual gain was more profitable for investors over the last year : 13.91 vs. FWGIX (12.32). AMTAX return over 5 years is better than : 70.89 vs. FWGIX (53.36).
| AMTAX | FWGIX | AMTAX / FWGIX | |
| Total Expense Ratio | 1.21 | 0.41 | 295% |
| Annual Report Gross Expense Ratio | 1.25 | 0.41 | 305% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 18.465 | 21.282 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 143B | 1% |
| Annual Yield % from dividends | 1.90 | 1.68 | 113% |
| Returns for 1 year | 13.91 | 12.32 | 113% |
| Returns for 3 years | 37.03 | 72.74 | 51% |
| Returns for 5 years | 70.89 | 53.36 | 133% |
| Returns for 10 years | 76.40 | N/A | - |
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