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GWMTX vs RTEAX
GWMTX vs RTEAX Comparison
Open Charts GWMTX vs RTEAX
AMG GW&K Municipal Bond N
Price$11.07
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets933.19M
Russell Inv Tax-Exempt Bond A
Price$21.57
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.78B
GWMTX vs RTEAX Comparison Chart
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GWMTX vs. RTEAX commentary
May 11, 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 RTEAX is a Hold.
FUNDAMENTALS
Fundamentals
RTEAX has more cash in the bank: 5.78B vs. GWMTX (933M). RTEAX pays higher dividends than GWMTX: RTEAX (3.31) vs GWMTX (2.45). GWMTX was incepted earlier than RTEAX: GWMTX (16 years) vs RTEAX (15 years). RTEAX (0.82) and GWMTX (0.79) have similar cost to investors . RTEAX is a more actively managed with annual turnover of: 39.00 vs. GWMTX (36.00). RTEAX has a lower initial minimum investment than GWMTX: RTEAX (0) vs GWMTX (2000). RTEAX annual gain was more profitable for investors over the last year : 1.21 vs. GWMTX (0.17). RTEAX return over 5 years is better than : 1.16 vs. GWMTX (-1.06).
| GWMTX | RTEAX | GWMTX / RTEAX | |
| Total Expense Ratio | 0.72 | 0.80 | 90% |
| Annual Report Gross Expense Ratio | 0.79 | 0.82 | 96% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | -0.684 | -0.275 | 249% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 5.78B | 16% |
| Annual Yield % from dividends | 2.45 | 3.31 | 74% |
| Returns for 1 year | 0.17 | 1.21 | 14% |
| Returns for 3 years | 6.52 | 6.36 | 102% |
| Returns for 5 years | -1.06 | 1.16 | -92% |
| Returns for 10 years | 9.61 | 0.73 | 1,311% |
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