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AMTAX vs RWBEX
AMTAX vs RWBEX Comparison
Open Charts AMTAX vs RWBEX
AB All Market Real Return A
Price$9.89
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets666.89M
American Funds Capital World Gr&Inc R2E
Price$71.02
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
AMTAX vs RWBEX Comparison Chart in %
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AMTAX vs. RWBEX commentary
Aug 08, 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 Hold and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 135B vs. AMTAX (667M). 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). RWBEX annual gain was more profitable for investors over the last year : 15.24 vs. AMTAX (14.20). AMTAX return over 5 years is better than : 59.04 vs. RWBEX (43.63).
| 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 | 9.566 | 12.909 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 135B | 0% |
| Annual Yield % from dividends | 2.04 | 1.06 | 192% |
| Returns for 1 year | 14.20 | 15.24 | 93% |
| Returns for 3 years | 16.00 | 41.28 | 39% |
| Returns for 5 years | 59.04 | 43.63 | 135% |
| Returns for 10 years | 57.99 | 57.12 | 102% |
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