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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
AB All Market Real Return A
Price$10.88
Change+$0.33 (+3.13%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AMTAX (736M). AMTAX pays higher dividends than CWIFX: AMTAX (6.22) vs CWIFX (1.59). 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: 100.00 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 : 25.18 vs. CWIFX (16.37). AMTAX return over 5 years is better than : 64.54 vs. CWIFX (34.32).
| 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 | 6.876 | 4.948 | 139% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.22 | 1.59 | 391% |
| Returns for 1 year | 25.18 | 16.37 | 154% |
| Returns for 3 years | 36.34 | 43.74 | 83% |
| Returns for 5 years | 64.54 | 34.32 | 188% |
| Returns for 10 years | 129.63 | 128.46 | 101% |
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