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AMTAX vs RWBEX
AMTAX vs RWBEX Comparison
Open Charts AMTAX vs RWBEX
AB All Market Real Return A
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$68.86
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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AMTAX vs RWBEX Comparison Chart
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AMTAX vs. RWBEX commentary
Oct 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 RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 129B vs. AMTAX (711M). AMTAX pays higher dividends than RWBEX: AMTAX (3.22) vs RWBEX (1.28). AMTAX was incepted earlier than RWBEX: AMTAX (15 years) vs RWBEX (10 years). AMTAX is a more actively managed with annual turnover of: 69.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than AMTAX: RWBEX (250) vs AMTAX (2500). RWBEX annual gain was more profitable for investors over the last year : 25.33 vs. AMTAX (15.07). RWBEX return over 5 years is better than : 45.79 vs. AMTAX (43.52).
| AMTAX | RWBEX | AMTAX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 9.122 | 15.537 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 129B | 1% |
| Annual Yield % from dividends | 3.22 | 1.28 | 251% |
| Returns for 1 year | 15.07 | 25.33 | 60% |
| Returns for 3 years | 8.36 | 7.94 | 105% |
| Returns for 5 years | 43.52 | 45.79 | 95% |
| Returns for 10 years | 26.86 | 60.85 | 44% |
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