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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$9.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets668.49M
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AMTAX vs CWIEX Comparison Chart
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AMTAX vs. CWIEX commentary
Jun 16, 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: 131B vs. AMTAX (668M). AMTAX pays higher dividends than CWIEX: AMTAX (2.10) vs CWIEX (1.31). 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 annual gain was more profitable for investors over the last year : 9.93 vs. CWIEX (6.05). AMTAX return over 5 years is better than : 69.56 vs. CWIEX (54.48).
| 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 | 8.343 | 8.904 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 131B | 1% |
| Annual Yield % from dividends | 2.10 | 1.31 | 161% |
| Returns for 1 year | 9.93 | 6.05 | 164% |
| Returns for 3 years | 13.41 | 44.36 | 30% |
| Returns for 5 years | 69.56 | 54.48 | 128% |
| Returns for 10 years | 45.97 | 69.54 | 66% |
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