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AMTAX vs RWIHX
AMTAX vs RWIHX Comparison
Open Charts AMTAX vs RWIHX
AB All Market Real Return A
Price$8.91
Change-$0.20 (-2.20%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5E
Price$63.50
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
AMTAX vs RWIHX Comparison Chart
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AMTAX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 121B vs. AMTAX (677M). 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). RWIHX annual gain was more profitable for investors over the last year : 12.23 vs. AMTAX (7.20). AMTAX return over 5 years is better than : 34.95 vs. RWIHX (33.22).
| 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 | 6.101 | 10.623 | 57% |
| 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 | 1.86 | 173% |
| Returns for 1 year | 7.20 | 12.23 | 59% |
| Returns for 3 years | 9.55 | 10.32 | 92% |
| Returns for 5 years | 34.95 | 33.22 | 105% |
| Returns for 10 years | 31.22 | N/A | - |
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