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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
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 F3
Price$74.68
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
AMTAX vs FWGIX Comparison Chart in %
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AMTAX vs. FWGIX 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 140B vs. AMTAX (699M). AMTAX pays higher dividends than FWGIX: AMTAX (1.96) vs FWGIX (1.73). AMTAX was incepted earlier than FWGIX: AMTAX (16 years) vs FWGIX (9 years). AMTAX (1.25) is less costly to investors than FWGIX (0.41). AMTAX is a more actively managed with annual turnover of: 90.00 vs. FWGIX (27.00). AMTAX has a lower initial minimum investment than FWGIX: AMTAX (2500) vs FWGIX (1000000). AMTAX annual gain was more profitable for investors over the last year : 11.26 vs. FWGIX (9.81). AMTAX return over 5 years is better than : 75.98 vs. FWGIX (57.22).
| AMTAX | FWGIX | AMTAX / FWGIX | |
| Total Expense Ratio | 1.21 | 0.41 | 295% |
| Annual Report Gross Expense Ratio | 1.25 | 0.41 | 305% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 16.685 | 19.145 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 140B | 0% |
| Annual Yield % from dividends | 1.96 | 1.73 | 113% |
| Returns for 1 year | 11.26 | 9.81 | 115% |
| Returns for 3 years | 37.93 | 71.51 | 53% |
| Returns for 5 years | 75.98 | 57.22 | 133% |
| Returns for 10 years | 89.06 | N/A | - |
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