Interact to see
Advertisement
Advertisement
AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$10.61
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets710.99M
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AMTAX vs CWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTAX vs. CWIEX commentary
Oct 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 Hold and CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. AMTAX (711M). AMTAX pays higher dividends than CWIEX: AMTAX (1.90) vs CWIEX (1.17). AMTAX was incepted earlier than CWIEX: AMTAX (16 years) vs CWIEX (24 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 : 13.36 vs. CWIEX (10.48). AMTAX return over 5 years is better than : 72.39 vs. CWIEX (52.18).
| AMTAX | CWIEX | AMTAX / CWIEX | |
| Total Expense Ratio | 1.21 | 1.00 | 121% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 18.020 | 19.725 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 141B | 1% |
| Annual Yield % from dividends | 1.90 | 1.17 | 161% |
| Returns for 1 year | 13.36 | 10.48 | 127% |
| Returns for 3 years | 36.05 | 66.72 | 54% |
| Returns for 5 years | 72.39 | 52.18 | 139% |
| Returns for 10 years | 76.80 | 95.26 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement