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AMTAX vs FCWGX
AMTAX vs FCWGX Comparison
Open Charts AMTAX vs FCWGX
AB All Market Real Return A
Price$9.45
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets659.29M
American Funds Capital World Gr&Inc529F2
Price$63.89
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
AMTAX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 123B vs. AMTAX (659M). AMTAX pays higher dividends than FCWGX: AMTAX (2.12) vs FCWGX (1.87). AMTAX was incepted earlier than FCWGX: AMTAX (15 years) vs FCWGX (4 years). AMTAX (1.25) is less costly to investors than FCWGX (0.52). AMTAX is a more actively managed with annual turnover of: 90.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than AMTAX: FCWGX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 6.32 vs. FCWGX (1.10).
| AMTAX | FCWGX | AMTAX / FCWGX | |
| Total Expense Ratio | 1.21 | 0.52 | 233% |
| Annual Report Gross Expense Ratio | 1.25 | 0.52 | 240% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 4.672 | 0.916 | 510% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 123B | 1% |
| Annual Yield % from dividends | 2.12 | 1.87 | 113% |
| Returns for 1 year | 6.32 | 1.10 | 574% |
| Returns for 3 years | 1.01 | 15.27 | 7% |
| Returns for 5 years | 91.72 | N/A | - |
| Returns for 10 years | 40.72 | N/A | - |
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