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AMTAX vs RWBEX
AMTAX vs RWBEX Comparison
Open Charts AMTAX vs RWBEX
AB All Market Real Return A
Price$9.33
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AMTAX vs RWBEX Comparison Chart
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AMTAX vs. RWBEX 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 RWBEX is a Sell.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. AMTAX (687M). 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 : 18.55 vs. AMTAX (12.05). AMTAX (37.83) and RWBEX (37.10) have equivalent 5 years return.
| 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 | 6.385 | 12.641 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 125B | 1% |
| Annual Yield % from dividends | 3.22 | 1.28 | 251% |
| Returns for 1 year | 12.05 | 18.55 | 65% |
| Returns for 3 years | 4.87 | 2.29 | 213% |
| Returns for 5 years | 37.83 | 37.10 | 102% |
| Returns for 10 years | 23.20 | 47.08 | 49% |