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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$10.49
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets699.34M
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Sep 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 Hold and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. AMTAX (699M). AMTAX pays higher dividends than CWIEX: AMTAX (1.96) vs CWIEX (1.22). 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 : 11.26 vs. CWIEX (9.15). AMTAX return over 5 years is better than : 75.98 vs. CWIEX (56.65).
| 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 | 16.685 | 18.639 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 140B | 0% |
| Annual Yield % from dividends | 1.96 | 1.22 | 160% |
| Returns for 1 year | 11.26 | 9.15 | 123% |
| Returns for 3 years | 37.93 | 69.61 | 54% |
| Returns for 5 years | 75.98 | 56.65 | 134% |
| Returns for 10 years | 89.06 | 109.57 | 81% |
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