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CAAMX vs SWHGX
CAAMX vs SWHGX Comparison
Open Charts CAAMX vs SWHGX
Invesco Select Risk: Mod Cnsv Inv A
Price$10.66
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets260.83M
Schwab MarketTrack Growth
Price$25.20
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets934.61M
CAAMX vs SWHGX Comparison Chart
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CAAMX vs. SWHGX commentary
May 05, 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 CAAMX is a StrongBuy and SWHGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SWHGX has more cash in the bank: 935M vs. CAAMX (261M). CAAMX pays higher dividends than SWHGX: CAAMX (2.60) vs SWHGX (2.09). CAAMX was incepted earlier than SWHGX: CAAMX (20 years) vs SWHGX (29 years). CAAMX (0.94) is less costly to investors than SWHGX (0.50). CAAMX is a more actively managed with annual turnover of: 49.00 vs. SWHGX (17.00). SWHGX has a lower initial minimum investment than CAAMX: SWHGX (0) vs CAAMX (1000). CAAMX annual gain was more profitable for investors over the last year : 6.51 vs. SWHGX (1.03). SWHGX return over 5 years is better than : 34.04 vs. CAAMX (13.54).
| CAAMX | SWHGX | CAAMX / SWHGX | |
| Total Expense Ratio | 0.94 | 0.50 | 188% |
| Annual Report Gross Expense Ratio | 0.94 | 0.50 | 188% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 1.007 | 1.124 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 261M | 935M | 28% |
| Annual Yield % from dividends | 2.60 | 2.09 | 124% |
| Returns for 1 year | 6.51 | 1.03 | 632% |
| Returns for 3 years | 9.37 | 8.88 | 106% |
| Returns for 5 years | 13.54 | 34.04 | 40% |
| Returns for 10 years | 15.34 | 18.93 | 81% |
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