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AMTAX vs FCWGX
AMTAX vs FCWGX Comparison
Open Charts AMTAX vs FCWGX
AB All Market Real Return A
Price$9.98
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets676.27M
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AMTAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. AMTAX (676M). AMTAX pays higher dividends than FCWGX: AMTAX (2.04) vs FCWGX (1.68). AMTAX was incepted earlier than FCWGX: AMTAX (15 years) vs FCWGX (5 years). AMTAX (1.25) is less costly to investors than FCWGX (0.52). AMTAX is a more actively managed with annual turnover of: 90.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than AMTAX: FCWGX (250) vs AMTAX (2500). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. AMTAX (13.14).
| AMTAX | FCWGX | AMTAX / FCWGX | |
| Total Expense Ratio | 1.21 | 0.52 | 233% |
| Annual Report Gross Expense Ratio | 1.25 | 0.52 | 240% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.012 | 15.158 | 73% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 137B | 0% |
| Annual Yield % from dividends | 2.04 | 1.68 | 121% |
| Returns for 1 year | 13.14 | 14.07 | 93% |
| Returns for 3 years | 20.01 | 53.70 | 37% |
| Returns for 5 years | 66.56 | N/A | - |
| Returns for 10 years | 60.64 | N/A | - |
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