Interact to see
Advertisement
Advertisement
AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$10.88
Change+$0.33 (+3.13%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
AMTAX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTAX vs. CWGCX commentary
Feb 04, 2026
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 CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. AMTAX (736M). AMTAX pays higher dividends than CWGCX: AMTAX (6.22) vs CWGCX (0.84). AMTAX was incepted earlier than CWGCX: AMTAX (16 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AMTAX (1.25). AMTAX is a more actively managed with annual turnover of: 100.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AMTAX: CWGCX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 25.18 vs. CWGCX (15.29). AMTAX return over 5 years is better than : 64.54 vs. CWGCX (26.77).
| AMTAX | CWGCX | AMTAX / CWGCX | |
| Total Expense Ratio | 1.21 | 1.49 | 81% |
| Annual Report Gross Expense Ratio | 1.25 | 1.49 | 84% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.876 | 4.866 | 141% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.22 | 0.84 | 744% |
| Returns for 1 year | 25.18 | 15.29 | 165% |
| Returns for 3 years | 36.34 | 39.90 | 91% |
| Returns for 5 years | 64.54 | 26.77 | 241% |
| Returns for 10 years | 129.63 | 93.96 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KOKU | 122.81 | N/A | N/A |
| Xtrackers MSCI Kokusai Equity ETF | |||
| BLUX | 29.09 | -0.09 | -0.31% |
| BLUEMONTE DYNAMIC TOTAL MARKET ETF | |||
| COWZ | 62.27 | -0.22 | -0.36% |
| Pacer US Cash Cows 100 ETF | |||
| NNY | 8.45 | -0.09 | -1.05% |
| Nuveen New York Municipal Value Fund | |||
| BDCZ | 15.36 | -0.79 | -4.89% |
| UBS ETRACS Wells Fargo® Busn Dev Co ETN | |||