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GWMTX vs RLVSX
GWMTX vs RLVSX Comparison
Open Charts GWMTX vs RLVSX
AMG GW&K Municipal Bond N
Price$11.19
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets1.01B
Russell Inv Tax-Exempt Bond S
Price$21.64
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets5.78B
GWMTX vs RLVSX Comparison Chart
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GWMTX vs. RLVSX commentary
Jan 12, 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 GWMTX is a Hold and RLVSX is a Hold.
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 5.78B vs. GWMTX (1.01B). RLVSX pays higher dividends than GWMTX: RLVSX (3.24) vs GWMTX (1.92). GWMTX was incepted earlier than RLVSX: GWMTX (16 years) vs RLVSX (39 years). RLVSX is a more actively managed with annual turnover of: 48.00 vs. GWMTX (29.00). RLVSX has a lower initial minimum investment than GWMTX: RLVSX (0) vs GWMTX (2000). RLVSX annual gain was more profitable for investors over the last year : 1.39 vs. GWMTX (-0.29). GWMTX return over 5 years is better than : -1.88 vs. RLVSX (-2.54).
| GWMTX | RLVSX | GWMTX / RLVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 39 years | - |
| Gain YTD | -0.089 | -0.414 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 5.78B | 17% |
| Annual Yield % from dividends | 1.92 | 3.24 | 59% |
| Returns for 1 year | -0.29 | 1.39 | -21% |
| Returns for 3 years | -3.45 | -2.59 | 133% |
| Returns for 5 years | -1.88 | -2.54 | 74% |
| Returns for 10 years | 8.92 | -0.66 | -1,342% |
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