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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
Open Charts AMTAX vs CWIEX
AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX commentary
Jun 24, 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 CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. AMTAX (763M). AMTAX pays higher dividends than CWIEX: AMTAX (5.68) vs CWIEX (1.13). AMTAX was incepted earlier than CWIEX: AMTAX (16 years) vs CWIEX (24 years). AMTAX (1.24) is less costly to investors than CWIEX (1.00). AMTAX is a more actively managed with annual turnover of: 100.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than AMTAX: CWIEX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 26.37 vs. CWIEX (21.53). AMTAX return over 5 years is better than : 51.42 vs. CWIEX (36.39).
| AMTAX | CWIEX | AMTAX / CWIEX | |
| Total Expense Ratio | 1.20 | 1.00 | 120% |
| Annual Report Gross Expense Ratio | 1.24 | 1.00 | 124% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 13.360 | 15.505 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 160B | 0% |
| Annual Yield % from dividends | 5.68 | 1.13 | 501% |
| Returns for 1 year | 26.37 | 21.53 | 122% |
| Returns for 3 years | 51.87 | 52.10 | 100% |
| Returns for 5 years | 51.42 | 36.39 | 141% |
| Returns for 10 years | 110.37 | 126.75 | 87% |
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