Interact to see
Advertisement
Advertisement
AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
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 529E
Price$72.32
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets137.57B
AMTAX vs CWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTAX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. AMTAX (674M). AMTAX pays higher dividends than CWIEX: AMTAX (2.04) vs CWIEX (1.25). AMTAX was incepted earlier than CWIEX: AMTAX (15 years) vs CWIEX (23 years). AMTAX (1.25) is less costly to investors than CWIEX (1.00). AMTAX is a more actively managed with annual turnover of: 90.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AMTAX: CWIEX (250) vs AMTAX (2500). AMTAX (11.18) and CWIEX (10.87) have marching annual gain over last year. AMTAX return over 5 years is better than : 59.62 vs. CWIEX (49.32).
| AMTAX | CWIEX | AMTAX / CWIEX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 10.790 | 15.264 | 71% |
| 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 | 1.25 | 163% |
| Returns for 1 year | 11.18 | 10.87 | 103% |
| Returns for 3 years | 14.57 | 44.29 | 33% |
| Returns for 5 years | 59.62 | 49.32 | 121% |
| Returns for 10 years | 70.96 | 91.61 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement