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AMTAX vs RWBEX
AMTAX vs RWBEX Comparison
Open Charts AMTAX vs RWBEX
AB All Market Real Return A
Price$10.17
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets683.16M
American Funds Capital World Gr&Inc R2E
Price$72.82
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
AMTAX vs RWBEX Comparison Chart in %
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AMTAX vs. RWBEX commentary
Aug 30, 2025
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 Buy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. AMTAX (683M). AMTAX pays higher dividends than RWBEX: AMTAX (2.04) vs RWBEX (1.06). AMTAX was incepted earlier than RWBEX: AMTAX (15 years) vs RWBEX (11 years). AMTAX (1.25) and RWBEX (1.21) have similar cost to investors . AMTAX is a more actively managed with annual turnover of: 90.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than AMTAX: RWBEX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 11.13 vs. RWBEX (10.12). AMTAX return over 5 years is better than : 59.73 vs. RWBEX (41.97).
| AMTAX | RWBEX | AMTAX / RWBEX | |
| Total Expense Ratio | 1.21 | 1.21 | 100% |
| Annual Report Gross Expense Ratio | 1.25 | 1.21 | 103% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 12.792 | 15.771 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 137B | 0% |
| Annual Yield % from dividends | 2.04 | 1.06 | 192% |
| Returns for 1 year | 11.13 | 10.12 | 110% |
| Returns for 3 years | 17.11 | 47.85 | 36% |
| Returns for 5 years | 59.73 | 41.97 | 142% |
| Returns for 10 years | 71.69 | 71.56 | 100% |
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