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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
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 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. AMTAX (724M). AMTAX pays higher dividends than CWIEX: AMTAX (1.87) vs CWIEX (1.15). 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 : 17.56 vs. CWIEX (14.74). AMTAX return over 5 years is better than : 68.75 vs. CWIEX (49.27).
| 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 | 20.467 | 23.158 | 88% |
| 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 | 1.15 | 163% |
| Returns for 1 year | 17.56 | 14.74 | 119% |
| Returns for 3 years | 28.74 | 55.93 | 51% |
| Returns for 5 years | 68.75 | 49.27 | 140% |
| Returns for 10 years | 91.91 | 105.00 | 88% |
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