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AMTAX vs CWGFX
AMTAX vs CWGFX Comparison
Open Charts AMTAX vs CWGFX
AMTAX vs CWGFX Comparison Chart in %
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AMTAX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 152B vs. AMTAX (791M). AMTAX pays higher dividends than CWGFX: AMTAX (5.68) vs CWGFX (1.30). AMTAX was incepted earlier than CWGFX: AMTAX (16 years) vs CWGFX (25 years). AMTAX (1.24) is less costly to investors than CWGFX (0.79). AMTAX is a more actively managed with annual turnover of: 100.00 vs. CWGFX (44.00). CWGFX has a lower initial minimum investment than AMTAX: CWGFX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 32.27 vs. CWGFX (22.43). AMTAX return over 5 years is better than : 55.32 vs. CWGFX (35.31).
| AMTAX | CWGFX | AMTAX / CWGFX | |
| Total Expense Ratio | 1.20 | 0.79 | 152% |
| Annual Report Gross Expense Ratio | 1.24 | 0.79 | 157% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 17.191 | 15.636 | 110% |
| 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 | 1.30 | 438% |
| Returns for 1 year | 32.27 | 22.43 | 144% |
| Returns for 3 years | 56.82 | 54.53 | 104% |
| Returns for 5 years | 55.32 | 35.31 | 157% |
| Returns for 10 years | 116.94 | 99.29 | 118% |
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