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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$10.49
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets699.34M
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX commentary
Sep 28, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. AMTAX (699M). AMTAX pays higher dividends than CWGFX: AMTAX (1.96) vs CWGFX (1.39). 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: 90.00 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 : 11.26 vs. CWGFX (9.37). AMTAX return over 5 years is better than : 75.98 vs. CWGFX (54.88).
| 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 | 16.685 | 18.797 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 140B | 0% |
| Annual Yield % from dividends | 1.96 | 1.39 | 141% |
| Returns for 1 year | 11.26 | 9.37 | 120% |
| Returns for 3 years | 37.93 | 69.62 | 54% |
| Returns for 5 years | 75.98 | 54.88 | 138% |
| Returns for 10 years | 89.06 | 89.86 | 99% |
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