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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
Sep 13, 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 Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. AMTAX (806M). AMTAX pays higher dividends than CWGFX: AMTAX (5.54) vs CWGFX (1.29). AMTAX was incepted earlier than CWGFX: AMTAX (17 years) vs CWGFX (26 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 : 26.55 vs. CWGFX (11.47). AMTAX return over 5 years is better than : 57.43 vs. CWGFX (32.66).
| AMTAX | CWGFX | AMTAX / CWGFX | |
| Total Expense Ratio | 1.20 | 0.79 | 152% |
| Annual Report Gross Expense Ratio | 1.24 | 0.79 | 157% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 20.629 | 15.977 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 158B | 1% |
| Annual Yield % from dividends | 5.54 | 1.29 | 430% |
| Returns for 1 year | 26.55 | 11.47 | 231% |
| Returns for 3 years | 56.49 | 51.55 | 110% |
| Returns for 5 years | 57.43 | 32.66 | 176% |
| Returns for 10 years | 121.65 | 97.07 | 125% |
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