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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$10.88
Change+$0.33 (+3.13%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Feb 04, 2026
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: 142B vs. AMTAX (736M). AMTAX pays higher dividends than CWIEX: AMTAX (6.22) vs CWIEX (1.24). 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: 100.00 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 : 25.18 vs. CWIEX (15.93). AMTAX return over 5 years is better than : 64.54 vs. CWIEX (31.71).
| 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 | 6.876 | 4.913 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.22 | 1.24 | 500% |
| Returns for 1 year | 25.18 | 15.93 | 158% |
| Returns for 3 years | 36.34 | 42.06 | 86% |
| Returns for 5 years | 64.54 | 31.71 | 204% |
| Returns for 10 years | 129.63 | 119.07 | 109% |
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