Ad is loading...
AMTAX vs CWICX
AMTAX vs CWICX Comparison
Open Charts AMTAX vs CWICX
AB All Market Real Return A
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc 529C
Price$68.71
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AMTAX vs CWICX Comparison Chart
Loading...
AMTAX vs. CWICX commentary
Oct 18, 2024
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 StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 129B vs. AMTAX (711M). AMTAX pays higher dividends than CWICX: AMTAX (3.22) vs CWICX (0.97). AMTAX was incepted earlier than CWICX: AMTAX (15 years) vs CWICX (23 years). AMTAX is a more actively managed with annual turnover of: 69.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AMTAX: CWICX (250) vs AMTAX (2500). CWICX annual gain was more profitable for investors over the last year : 24.92 vs. AMTAX (15.07). CWICX return over 5 years is better than : 47.43 vs. AMTAX (43.52).
| AMTAX | CWICX | AMTAX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.122 | 15.260 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 129B | 1% |
| Annual Yield % from dividends | 3.22 | 0.97 | 330% |
| Returns for 1 year | 15.07 | 24.92 | 60% |
| Returns for 3 years | 8.36 | 8.56 | 98% |
| Returns for 5 years | 43.52 | 47.43 | 92% |
| Returns for 10 years | 26.86 | 73.29 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DINT | 23.85 | 0.33 | +1.42% |
| Davis Select International ETF | |||
| FLGB | 28.08 | 0.27 | +0.97% |
| Franklin FTSE United Kingdom ETF | |||
| USAI | 37.04 | 0.30 | +0.81% |
| Pacer American Energy Independence ETF | |||
| SROI | 30.36 | 0.09 | +0.31% |
| Calamos Antetokounmpo Global Sus Eqs ETF | |||
| IAGG | 51.84 | 0.12 | +0.23% |
| iShares Core International Aggt Bd ETF | |||