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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
AB All Market Real Return A
Price$9.46
Change-$0.13 (-1.36%)
VolumeN/A
Net Assets669.9M
American Funds Capital World Gr&Inc F3
Price$66.28
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
AMTAX vs FWGIX Comparison Chart
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AMTAX vs. FWGIX commentary
Feb 23, 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 StrongBuy and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. AMTAX (670M). AMTAX pays higher dividends than FWGIX: AMTAX (3.22) vs FWGIX (1.99). AMTAX was incepted earlier than FWGIX: AMTAX (15 years) vs FWGIX (8 years). AMTAX is a more actively managed with annual turnover of: 69.00 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 : 11.45 vs. FWGIX (7.45). AMTAX return over 5 years is better than : 41.11 vs. FWGIX (34.05).
| AMTAX | FWGIX | AMTAX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 5.228 | 4.362 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 128B | 1% |
| Annual Yield % from dividends | 3.22 | 1.99 | 162% |
| Returns for 1 year | 11.45 | 7.45 | 154% |
| Returns for 3 years | 8.49 | 17.38 | 49% |
| Returns for 5 years | 41.11 | 34.05 | 121% |
| Returns for 10 years | 37.27 | N/A | - |
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