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AMTAX vs FWGIX
AMTAX vs FWGIX Comparison
Open Charts AMTAX vs FWGIX
AB All Market Real Return A
Price$9.33
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AMTAX vs FWGIX Comparison Chart
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AMTAX vs. FWGIX commentary
Nov 18, 2024
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 StrongBuy and FWGIX is a Sell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. AMTAX (687M). AMTAX pays higher dividends than FWGIX: AMTAX (3.22) vs FWGIX (1.99). AMTAX was incepted earlier than FWGIX: AMTAX (15 years) vs FWGIX (8 years). AMTAX is a more actively managed with annual turnover of: 69.00 vs. FWGIX (27.00). AMTAX has a lower initial minimum investment than FWGIX: AMTAX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 19.52 vs. AMTAX (12.05). FWGIX return over 5 years is better than : 40.15 vs. AMTAX (37.83).
| AMTAX | FWGIX | AMTAX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 6.385 | 13.433 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 125B | 1% |
| Annual Yield % from dividends | 3.22 | 1.99 | 162% |
| Returns for 1 year | 12.05 | 19.52 | 62% |
| Returns for 3 years | 4.87 | 3.95 | 123% |
| Returns for 5 years | 37.83 | 40.15 | 94% |
| Returns for 10 years | 23.20 | N/A | - |
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