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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
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 F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AMTAX (736M). AMTAX pays higher dividends than CWGFX: AMTAX (6.22) vs CWGFX (1.41). AMTAX was incepted earlier than CWGFX: AMTAX (16 years) vs CWGFX (25 years). AMTAX (1.25) is less costly to investors than CWGFX (0.80). AMTAX is a more actively managed with annual turnover of: 100.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTAX: CWGFX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 25.18 vs. CWGFX (16.18). AMTAX return over 5 years is better than : 64.54 vs. CWGFX (30.54).
| AMTAX | CWGFX | AMTAX / CWGFX | |
| Total Expense Ratio | 1.21 | 0.80 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.876 | 4.924 | 140% |
| 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 | 1.41 | 440% |
| Returns for 1 year | 25.18 | 16.18 | 156% |
| Returns for 3 years | 36.34 | 43.02 | 84% |
| Returns for 5 years | 64.54 | 30.54 | 211% |
| Returns for 10 years | 129.63 | 99.82 | 130% |
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