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AMTAX vs FWCGX
AMTAX vs FWCGX Comparison
Open Charts AMTAX vs FWCGX
AB All Market Real Return A
Price$9.46
Change-$0.13 (-1.36%)
VolumeN/A
Net Assets669.9M
American Funds Capital World Gr&Inc529F3
Price$66.29
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
AMTAX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 128B vs. AMTAX (670M). AMTAX pays higher dividends than FWCGX: AMTAX (3.22) vs FWCGX (1.94). AMTAX was incepted earlier than FWCGX: AMTAX (15 years) vs FWCGX (4 years). AMTAX is a more actively managed with annual turnover of: 69.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AMTAX: FWCGX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 11.45 vs. FWCGX (7.40).
| AMTAX | FWCGX | AMTAX / FWCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 5.228 | 4.361 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 128B | 1% |
| Annual Yield % from dividends | 3.22 | 1.94 | 166% |
| Returns for 1 year | 11.45 | 7.40 | 155% |
| Returns for 3 years | 8.49 | 19.98 | 42% |
| Returns for 5 years | 41.11 | N/A | - |
| Returns for 10 years | 37.27 | N/A | - |