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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
AB All Market Real Return A
Price$9.17
Change-$0.28 (-2.96%)
VolumeN/A
Net Assets661.63M
American Funds Capital World Gr&Inc F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
AMTAX vs FWGIX Comparison Chart
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AMTAX vs. FWGIX commentary
Apr 04, 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: 123B vs. AMTAX (662M). AMTAX pays higher dividends than FWGIX: AMTAX (2.12) vs FWGIX (1.98). AMTAX was incepted earlier than FWGIX: AMTAX (15 years) vs FWGIX (8 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 : 6.19 vs. FWGIX (0.60). AMTAX return over 5 years is better than : 92.54 vs. FWGIX (70.29).
| AMTAX | FWGIX | AMTAX / FWGIX | |
| Total Expense Ratio | 1.21 | 0.41 | 295% |
| Annual Report Gross Expense Ratio | 1.25 | 0.41 | 305% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 5.117 | 0.958 | 534% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 123B | 1% |
| Annual Yield % from dividends | 2.12 | 1.98 | 107% |
| Returns for 1 year | 6.19 | 0.60 | 1,036% |
| Returns for 3 years | 0.96 | 12.42 | 8% |
| Returns for 5 years | 92.54 | 70.29 | 132% |
| Returns for 10 years | 39.49 | N/A | - |
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