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AMEFX vs CTAEX
AMEFX vs CTAEX Comparison
Open Charts AMEFX vs CTAEX
American Funds Income Fund of Amer F2
Price$27.31
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets139.38B
American Funds College 2039 529-E
Price$12.98
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.92B
AMEFX vs CTAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 139B vs. CTAEX (1.92B). AMEFX pays higher dividends than CTAEX: AMEFX (3.71) vs CTAEX (1.23). AMEFX was incepted earlier than CTAEX: AMEFX (18 years) vs CTAEX (5 years). CTAEX (0.99) is less costly to investors than AMEFX (0.37). AMEFX is a more actively managed with annual turnover of: 65.00 vs. CTAEX (4.00). AMEFX (250) and CTAEX (250) have matching initial minimum investment requirements. AMEFX (12.68) and CTAEX (12.40) have marching annual gain over last year.
| AMEFX | CTAEX | AMEFX / CTAEX | |
| Total Expense Ratio | 0.37 | 0.99 | 37% |
| Annual Report Gross Expense Ratio | 0.37 | 0.99 | 37% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 4.181 | 1.958 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.92B | 7,225% |
| Annual Yield % from dividends | 3.71 | 1.23 | 301% |
| Returns for 1 year | 12.68 | 12.40 | 102% |
| Returns for 3 years | 31.95 | 46.85 | 68% |
| Returns for 5 years | 32.58 | N/A | - |
| Returns for 10 years | 70.87 | N/A | - |
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