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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
AB All Market Real Return A
Price$10.72
Change-$0.11 (-1.02%)
VolumeN/A
Net Assets724.39M
American Funds Capital World Gr&Inc F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTAX vs FWGIX Comparison Chart in %
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AMTAX vs. FWGIX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 144B vs. AMTAX (724M). AMTAX pays higher dividends than FWGIX: AMTAX (1.87) vs FWGIX (1.65). 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 : 16.61 vs. FWGIX (13.87). AMTAX return over 5 years is better than : 67.04 vs. FWGIX (47.10).
| 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 | 19.244 | 21.554 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 144B | 1% |
| Annual Yield % from dividends | 1.87 | 1.65 | 114% |
| Returns for 1 year | 16.61 | 13.87 | 120% |
| Returns for 3 years | 28.50 | 55.70 | 51% |
| Returns for 5 years | 67.04 | 47.10 | 142% |
| Returns for 10 years | 87.77 | N/A | - |
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