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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
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 F3
Price$74.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AMTAX vs FWGIX Comparison Chart in %
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AMTAX vs. FWGIX 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 FWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 139B vs. AMTAX (707M). AMTAX pays higher dividends than FWGIX: AMTAX (1.87) vs FWGIX (1.65). 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 : 14.45 vs. FWGIX (12.61). AMTAX return over 5 years is better than : 63.98 vs. FWGIX (43.73).
| 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 | 17.909 | 19.320 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 139B | 1% |
| Annual Yield % from dividends | 1.87 | 1.65 | 114% |
| Returns for 1 year | 14.45 | 12.61 | 115% |
| Returns for 3 years | 27.73 | 52.25 | 53% |
| Returns for 5 years | 63.98 | 43.73 | 146% |
| Returns for 10 years | 84.73 | N/A | - |
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