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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AB All Market Real Return A
Price$10.32
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets705.05M
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AMTAX (705M). AMTAX pays higher dividends than CWGFX: AMTAX (1.84) vs CWGFX (1.31). 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 : 13.72 vs. CWGFX (12.25). AMTAX return over 5 years is better than : 51.58 vs. CWGFX (30.86).
| 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 | 14.349 | 14.270 | 101% |
| 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 | 1.31 | 140% |
| Returns for 1 year | 13.72 | 12.25 | 112% |
| Returns for 3 years | 25.09 | 45.89 | 55% |
| Returns for 5 years | 51.58 | 30.86 | 167% |
| Returns for 10 years | 87.92 | 74.27 | 118% |
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