Interact to see
Advertisement
Advertisement
AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
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 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTAX vs CWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTAX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. AMTAX (724M). AMTAX pays higher dividends than CWIFX: AMTAX (1.87) vs CWIFX (1.49). AMTAX was incepted earlier than CWIFX: AMTAX (16 years) vs CWIFX (23 years). AMTAX (1.25) is less costly to investors than CWIFX (0.86). AMTAX is a more actively managed with annual turnover of: 90.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AMTAX: CWIFX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 16.61 vs. CWIFX (13.64). AMTAX return over 5 years is better than : 67.04 vs. CWIFX (49.49).
| AMTAX | CWIFX | AMTAX / CWIFX | |
| Total Expense Ratio | 1.21 | 0.86 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 0.86 | 145% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 19.244 | 21.356 | 90% |
| 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 | 1.49 | 126% |
| Returns for 1 year | 16.61 | 13.64 | 122% |
| Returns for 3 years | 28.50 | 55.78 | 51% |
| Returns for 5 years | 67.04 | 49.49 | 135% |
| Returns for 10 years | 87.77 | 107.52 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement