AMTAX
Price
$9.91
Change
+$0.03 (+0.30%)
Updated
Jul 3 closing price
Net Assets
673.57M
CWIFX
Price
$71.28
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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AMTAX vs CWIFX

Header iconAMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFXBanner chart's image
AB All Market Real Return A
Price$9.91
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX commentary
Jul 06, 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 Buy and CWIFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. AMTAX (674M). 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). AMTAX annual gain was more profitable for investors over the last year : 10.87 vs. CWIFX (9.49). AMTAX return over 5 years is better than : 68.66 vs. CWIFX (58.16).
AMTAXCWIFXAMTAX / CWIFX
Total Expense Ratio1.210.86141%
Annual Report Gross Expense Ratio1.250.86145%
Fund Existence15 years23 years-
Gain YTD10.23413.65775%
Front Load4%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets674M136B0%
Annual Yield % from dividends2.041.60127%
Returns for 1 year10.879.49115%
Returns for 3 years20.3152.3239%
Returns for 5 years68.6658.16118%
Returns for 10 years53.3887.9261%
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