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AMTAX vs CWIFX
AMTAX vs CWIFX Comparison
Open Charts AMTAX vs CWIFX
AMTAX vs CWIFX Comparison Chart in %
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AMTAX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 152B vs. AMTAX (791M). AMTAX pays higher dividends than CWIFX: AMTAX (5.68) vs CWIFX (1.46). AMTAX was incepted earlier than CWIFX: AMTAX (16 years) vs CWIFX (24 years). AMTAX (1.24) is less costly to investors than CWIFX (0.85). AMTAX is a more actively managed with annual turnover of: 100.00 vs. CWIFX (44.00). CWIFX has a lower initial minimum investment than AMTAX: CWIFX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 32.27 vs. CWIFX (22.63). AMTAX return over 5 years is better than : 55.32 vs. CWIFX (39.23).
| AMTAX | CWIFX | AMTAX / CWIFX | |
| Total Expense Ratio | 1.20 | 0.85 | 141% |
| Annual Report Gross Expense Ratio | 1.24 | 0.85 | 146% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 17.191 | 15.724 | 109% |
| 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 | 1.46 | 389% |
| Returns for 1 year | 32.27 | 22.63 | 143% |
| Returns for 3 years | 56.82 | 55.32 | 103% |
| Returns for 5 years | 55.32 | 39.23 | 141% |
| Returns for 10 years | 116.94 | 126.84 | 92% |
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