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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
AB All Market Real Return A
Price$9.82
Change-$0.07 (-0.71%)
VolumeN/A
Net Assets671.8M
American Funds Capital World Gr&Inc F3
Price$71.15
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.74B
AMTAX vs FWGIX Comparison Chart in %
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AMTAX vs. FWGIX commentary
Jul 16, 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: 136B vs. AMTAX (672M). AMTAX pays higher dividends than FWGIX: AMTAX (2.04) vs FWGIX (1.77). 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 : 8.97 vs. FWGIX (7.24). AMTAX return over 5 years is better than : 67.43 vs. FWGIX (50.65).
| 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 | 10.011 | 13.123 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 136B | 0% |
| Annual Yield % from dividends | 2.04 | 1.77 | 115% |
| Returns for 1 year | 8.97 | 7.24 | 124% |
| Returns for 3 years | 23.35 | 52.82 | 44% |
| Returns for 5 years | 67.43 | 50.65 | 133% |
| Returns for 10 years | 52.90 | N/A | - |
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