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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AB All Market Real Return A
Price$10.28
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets705.05M
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AMTAX (705M). AMTAX pays higher dividends than CWIEX: AMTAX (1.84) vs CWIEX (1.14). 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 : 13.72 vs. CWIEX (12.05). AMTAX return over 5 years is better than : 51.58 vs. CWIEX (32.09).
| 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 | 14.349 | 14.072 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 142B | 0% |
| Annual Yield % from dividends | 1.84 | 1.14 | 161% |
| Returns for 1 year | 13.72 | 12.05 | 114% |
| Returns for 3 years | 25.09 | 44.98 | 56% |
| Returns for 5 years | 51.58 | 32.09 | 161% |
| Returns for 10 years | 87.92 | 91.14 | 96% |
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