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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
AB All Market Real Return A
Price$10.61
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets710.99M
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. AMTAX (711M). AMTAX pays higher dividends than CWIFX: AMTAX (1.90) vs CWIFX (1.53). 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 : 13.36 vs. CWIFX (10.94). AMTAX return over 5 years is better than : 72.39 vs. CWIFX (55.22).
| 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 | 18.020 | 20.108 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 141B | 1% |
| Annual Yield % from dividends | 1.90 | 1.53 | 124% |
| Returns for 1 year | 13.36 | 10.94 | 122% |
| Returns for 3 years | 36.05 | 68.69 | 52% |
| Returns for 5 years | 72.39 | 55.22 | 131% |
| Returns for 10 years | 76.80 | 103.66 | 74% |
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