Interact to see
Advertisement
Advertisement
AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AB All Market Real Return A
Price$10.72
Change-$0.11 (-1.02%)
VolumeN/A
Net Assets724.39M
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTAX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTAX vs. CWGCX commentary
Nov 14, 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 Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. AMTAX (724M). AMTAX pays higher dividends than CWGCX: AMTAX (1.87) 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 : 16.61 vs. CWGCX (12.61). AMTAX return over 5 years is better than : 67.04 vs. CWGCX (41.08).
| 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 | 19.244 | 20.452 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 144B | 1% |
| Annual Yield % from dividends | 1.87 | 0.75 | 250% |
| Returns for 1 year | 16.61 | 12.61 | 132% |
| Returns for 3 years | 28.50 | 51.03 | 56% |
| Returns for 5 years | 67.04 | 41.08 | 163% |
| Returns for 10 years | 87.77 | 75.46 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement