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AMTAX vs CWIEX
AMTAX vs CWIEX Comparison
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AMTAX vs CWIEX Comparison Chart in %
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AMTAX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. AMTAX (806M). AMTAX pays higher dividends than CWIEX: AMTAX (5.54) vs CWIEX (1.11). AMTAX was incepted earlier than CWIEX: AMTAX (17 years) vs CWIEX (25 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 : 26.55 vs. CWIEX (11.20). AMTAX return over 5 years is better than : 57.43 vs. CWIEX (33.86).
| AMTAX | CWIEX | AMTAX / CWIEX | |
| Total Expense Ratio | 1.20 | 1.00 | 120% |
| Annual Report Gross Expense Ratio | 1.24 | 1.00 | 124% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 20.629 | 15.802 | 131% |
| 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 | 1.11 | 497% |
| Returns for 1 year | 26.55 | 11.20 | 237% |
| Returns for 3 years | 56.49 | 50.55 | 112% |
| Returns for 5 years | 57.43 | 33.86 | 170% |
| Returns for 10 years | 121.65 | 113.40 | 107% |
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