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AMTAX vs CWGCX
AMTAX vs CWGCX Comparison
Open Charts AMTAX vs CWGCX
AMTAX vs CWGCX Comparison Chart in %
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AMTAX vs. CWGCX commentary
Jun 03, 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 CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 152B vs. AMTAX (791M). AMTAX pays higher dividends than CWGCX: AMTAX (5.68) vs CWGCX (0.75). AMTAX was incepted earlier than CWGCX: AMTAX (16 years) vs CWGCX (25 years). CWGCX (1.48) is less costly to investors than AMTAX (1.24). AMTAX is a more actively managed with annual turnover of: 100.00 vs. CWGCX (44.00). CWGCX has a lower initial minimum investment than AMTAX: CWGCX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 32.27 vs. CWGCX (21.48). AMTAX return over 5 years is better than : 55.32 vs. CWGCX (31.41).
| AMTAX | CWGCX | AMTAX / CWGCX | |
| Total Expense Ratio | 1.20 | 1.48 | 81% |
| Annual Report Gross Expense Ratio | 1.24 | 1.48 | 84% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 17.191 | 15.310 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 152B | 1% |
| Annual Yield % from dividends | 5.68 | 0.75 | 760% |
| Returns for 1 year | 32.27 | 21.48 | 150% |
| Returns for 3 years | 56.82 | 51.16 | 111% |
| Returns for 5 years | 55.32 | 31.41 | 176% |
| Returns for 10 years | 116.94 | 93.16 | 126% |
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