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AMTAX vs RWIAX
AMTAX vs RWIAX Comparison
Open Charts AMTAX vs RWIAX
AMTAX vs RWIAX Comparison Chart in %
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AMTAX vs. RWIAX commentary
Jun 03, 2026
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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 152B vs. AMTAX (791M). AMTAX pays higher dividends than RWIAX: AMTAX (5.68) vs RWIAX (0.73). AMTAX was incepted earlier than RWIAX: AMTAX (16 years) vs RWIAX (24 years). RWIAX (1.51) is less costly to investors than AMTAX (1.24). AMTAX is a more actively managed with annual turnover of: 100.00 vs. RWIAX (44.00). RWIAX has a lower initial minimum investment than AMTAX: RWIAX (250) vs AMTAX (2500). AMTAX annual gain was more profitable for investors over the last year : 32.27 vs. RWIAX (21.47). AMTAX return over 5 years is better than : 55.32 vs. RWIAX (31.33).
| AMTAX | RWIAX | AMTAX / RWIAX | |
| Total Expense Ratio | 1.20 | 1.51 | 79% |
| Annual Report Gross Expense Ratio | 1.24 | 1.51 | 82% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 17.191 | 15.292 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 152B | 1% |
| Annual Yield % from dividends | 5.68 | 0.73 | 775% |
| Returns for 1 year | 32.27 | 21.47 | 150% |
| Returns for 3 years | 56.82 | 51.09 | 111% |
| Returns for 5 years | 55.32 | 31.33 | 177% |
| Returns for 10 years | 116.94 | 92.92 | 126% |
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