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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
AB All Market Real Return A
Price$10.49
Change+$0.09 (+0.87%)
VolumeN/A
Net Assets699.34M
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX commentary
Sep 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 Hold and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. AMTAX (699M). AMTAX pays higher dividends than CWIFX: AMTAX (1.96) vs CWIFX (1.57). 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 : 11.26 vs. CWIFX (9.58). AMTAX return over 5 years is better than : 75.98 vs. CWIFX (59.80).
| 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 | 16.685 | 18.989 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 140B | 0% |
| Annual Yield % from dividends | 1.96 | 1.57 | 125% |
| Returns for 1 year | 11.26 | 9.58 | 118% |
| Returns for 3 years | 37.93 | 71.60 | 53% |
| Returns for 5 years | 75.98 | 59.80 | 127% |
| Returns for 10 years | 89.06 | 118.55 | 75% |
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