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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
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 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. AMTAX (676M). AMTAX pays higher dividends than CWIFX: AMTAX (2.04) vs CWIFX (1.60). AMTAX was incepted earlier than CWIFX: AMTAX (15 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). CWIFX annual gain was more profitable for investors over the last year : 13.93 vs. AMTAX (13.14). AMTAX return over 5 years is better than : 66.56 vs. CWIFX (56.36).
| AMTAX | CWIFX | AMTAX / CWIFX | |
| Total Expense Ratio | 1.21 | 0.86 | 141% |
| Annual Report Gross Expense Ratio | 1.25 | 0.86 | 145% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.012 | 15.108 | 73% |
| 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 | 1.60 | 127% |
| Returns for 1 year | 13.14 | 13.93 | 94% |
| Returns for 3 years | 20.01 | 53.13 | 38% |
| Returns for 5 years | 66.56 | 56.36 | 118% |
| Returns for 10 years | 60.64 | 88.17 | 69% |
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