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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$9.98
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets676.27M
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Jul 28, 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 StrongBuy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AMTAX (676M). 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). CWIEX (13.48) and AMTAX (13.14) have marching annual gain over last year. AMTAX return over 5 years is better than : 66.56 vs. CWIEX (53.28).
| 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 | 11.012 | 14.849 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 137B | 0% |
| Annual Yield % from dividends | 2.04 | 1.25 | 163% |
| Returns for 1 year | 13.14 | 13.48 | 97% |
| Returns for 3 years | 20.01 | 51.35 | 39% |
| Returns for 5 years | 66.56 | 53.28 | 125% |
| Returns for 10 years | 60.64 | 80.39 | 75% |
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