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AMTAX vs FWCGX
AMTAX vs FWCGX Comparison
Open Charts AMTAX vs FWCGX
AB All Market Real Return A
Price$9.45
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets659.29M
American Funds Capital World Gr&Inc529F3
Price$63.87
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
AMTAX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 123B vs. AMTAX (659M). AMTAX pays higher dividends than FWCGX: AMTAX (2.12) vs FWCGX (1.93). AMTAX was incepted earlier than FWCGX: AMTAX (15 years) vs FWCGX (4 years). AMTAX (1.25) is less costly to investors than FWCGX (0.47). AMTAX is a more actively managed with annual turnover of: 90.00 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 : 6.32 vs. FWCGX (1.16).
| AMTAX | FWCGX | AMTAX / FWCGX | |
| Total Expense Ratio | 1.21 | 0.47 | 257% |
| Annual Report Gross Expense Ratio | 1.25 | 0.47 | 266% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 4.672 | 0.931 | 502% |
| 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 | 1.93 | 110% |
| Returns for 1 year | 6.32 | 1.16 | 545% |
| Returns for 3 years | 1.01 | 15.40 | 7% |
| Returns for 5 years | 91.72 | N/A | - |
| Returns for 10 years | 40.72 | N/A | - |
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