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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$10.28
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets705.05M
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
AMTAX vs CWGCX Comparison Chart in %
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AMTAX vs. CWGCX commentary
Dec 27, 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 CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. AMTAX (705M). AMTAX pays higher dividends than CWGCX: AMTAX (1.84) vs CWGCX (0.75). 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: 90.00 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 : 13.72 vs. CWGCX (11.58). AMTAX return over 5 years is better than : 51.58 vs. CWGCX (27.30).
| 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 | 14.349 | 13.625 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 142B | 0% |
| Annual Yield % from dividends | 1.84 | 0.75 | 247% |
| Returns for 1 year | 13.72 | 11.58 | 118% |
| Returns for 3 years | 25.09 | 42.94 | 58% |
| Returns for 5 years | 51.58 | 27.30 | 189% |
| Returns for 10 years | 87.92 | 69.41 | 127% |
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