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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
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 F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. AMTAX (724M). AMTAX pays higher dividends than CWGFX: AMTAX (1.87) vs CWGFX (1.32). 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 : 16.61 vs. CWGFX (14.99). AMTAX return over 5 years is better than : 67.04 vs. CWGFX (47.60).
| 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 | 19.244 | 23.373 | 82% |
| 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 | 1.32 | 142% |
| Returns for 1 year | 16.61 | 14.99 | 111% |
| Returns for 3 years | 28.50 | 55.97 | 51% |
| Returns for 5 years | 67.04 | 47.60 | 141% |
| Returns for 10 years | 87.77 | 85.73 | 102% |
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