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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$9.96
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets674.34M
American Funds Capital World Gr&Inc F1
Price$72.58
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.57B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX commentary
Aug 19, 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 Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. AMTAX (674M). AMTAX pays higher dividends than CWGFX: AMTAX (2.04) vs CWGFX (1.42). AMTAX was incepted earlier than CWGFX: AMTAX (15 years) vs CWGFX (24 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 (11.18) and CWGFX (11.11) have marching annual gain over last year. AMTAX return over 5 years is better than : 59.62 vs. CWGFX (47.10).
| AMTAX | CWGFX | AMTAX / CWGFX | |
| Total Expense Ratio | 1.21 | 0.80 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.80 | 156% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.790 | 15.415 | 70% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 138B | 0% |
| Annual Yield % from dividends | 2.04 | 1.42 | 143% |
| Returns for 1 year | 11.18 | 11.11 | 101% |
| Returns for 3 years | 14.57 | 43.80 | 33% |
| Returns for 5 years | 59.62 | 47.10 | 127% |
| Returns for 10 years | 70.96 | 73.01 | 97% |
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