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AMTAX vs RWIHX
AMTAX vs RWIHX Comparison
Open Charts AMTAX vs RWIHX
AB All Market Real Return A
Price$9.28
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets685.02M
American Funds Capital World Gr&Inc R5E
Price$64.71
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AMTAX vs RWIHX Comparison Chart
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AMTAX vs. RWIHX commentary
Jan 19, 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 RWIHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 127B vs. AMTAX (685M). AMTAX pays higher dividends than RWIHX: AMTAX (3.22) vs RWIHX (1.86). AMTAX was incepted earlier than RWIHX: AMTAX (15 years) vs RWIHX (9 years). AMTAX is a more actively managed with annual turnover of: 69.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than AMTAX: RWIHX (250) vs AMTAX (2500). AMTAX (11.65) and RWIHX (11.16) have marching annual gain over last year. AMTAX return over 5 years is better than : 34.54 vs. RWIHX (28.50).
| AMTAX | RWIHX | AMTAX / RWIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 3.226 | 2.066 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 127B | 1% |
| Annual Yield % from dividends | 3.22 | 1.86 | 173% |
| Returns for 1 year | 11.65 | 11.16 | 104% |
| Returns for 3 years | 7.18 | 9.05 | 79% |
| Returns for 5 years | 34.54 | 28.50 | 121% |
| Returns for 10 years | 38.47 | N/A | - |
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