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AMTAX vs RWBEX
AMTAX vs RWBEX Comparison
Open Charts AMTAX vs RWBEX
AB All Market Real Return A
Price$8.91
Change-$0.20 (-2.20%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$63.38
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
AMTAX vs RWBEX Comparison Chart
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AMTAX vs. RWBEX commentary
Dec 19, 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 Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. AMTAX (677M). 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 : 11.66 vs. AMTAX (7.20). AMTAX return over 5 years is better than : 34.95 vs. RWBEX (30.86).
| 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 | 6.101 | 10.091 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 121B | 1% |
| Annual Yield % from dividends | 3.22 | 1.28 | 251% |
| Returns for 1 year | 7.20 | 11.66 | 62% |
| Returns for 3 years | 9.55 | 9.08 | 105% |
| Returns for 5 years | 34.95 | 30.86 | 113% |
| Returns for 10 years | 31.22 | 45.55 | 69% |
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