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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
AB All Market Real Return A
Price$10.17
Change-$0.66 (-6.09%)
VolumeN/A
Net Assets694.2M
American Funds Capital World Gr&Inc 529F
Price$78.08
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX commentary
Dec 13, 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: 142B vs. AMTAX (694M). AMTAX pays higher dividends than CWIFX: AMTAX (1.84) vs CWIFX (1.48). 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). CWIFX annual gain was more profitable for investors over the last year : 14.31 vs. AMTAX (8.35). AMTAX return over 5 years is better than : 51.54 vs. CWIFX (48.26).
| 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 | 12.570 | 24.874 | 51% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 142B | 0% |
| Annual Yield % from dividends | 1.84 | 1.48 | 124% |
| Returns for 1 year | 8.35 | 14.31 | 58% |
| Returns for 3 years | 22.02 | 56.38 | 39% |
| Returns for 5 years | 51.54 | 48.26 | 107% |
| Returns for 10 years | 89.82 | 120.12 | 75% |
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