Interact to see
Advertisement
Advertisement
AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
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 F3
Price$75.00
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
AMTAX vs FWGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTAX vs. FWGIX 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. AMTAX (736M). AMTAX pays higher dividends than FWGIX: AMTAX (6.22) vs FWGIX (1.74). 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: 100.00 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 : 25.18 vs. FWGIX (16.66). AMTAX return over 5 years is better than : 64.54 vs. FWGIX (32.65).
| 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 | 6.876 | 4.969 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.22 | 1.74 | 357% |
| Returns for 1 year | 25.18 | 16.66 | 151% |
| Returns for 3 years | 36.34 | 44.75 | 81% |
| Returns for 5 years | 64.54 | 32.65 | 198% |
| Returns for 10 years | 129.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PSCI | 167.82 | 0.82 | +0.49% |
| Invesco S&P SmallCap Industrials ETF | |||
| MYMF | 24.97 | N/A | N/A |
| State Street® My2026 Municipal Bond ETF | |||
| ITDH | 38.88 | -0.14 | -0.35% |
| iShares LifePath Target Date 2060 ETF | |||
| PGF | 14.28 | -0.06 | -0.42% |
| Invesco Financial Preferred ETF | |||
| SOXX | 345.64 | -7.05 | -2.00% |
| iShares Semiconductor ETF | |||