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AMTAX vs FCWGX
AMTAX vs FCWGX Comparison
Open Charts AMTAX vs FCWGX
AB All Market Real Return A
Price$9.91
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AMTAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. AMTAX (674M). 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). AMTAX annual gain was more profitable for investors over the last year : 10.87 vs. FCWGX (9.61).
| 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 | 10.234 | 13.697 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 136B | 0% |
| Annual Yield % from dividends | 2.04 | 1.68 | 121% |
| Returns for 1 year | 10.87 | 9.61 | 113% |
| Returns for 3 years | 20.31 | 52.90 | 38% |
| Returns for 5 years | 68.66 | N/A | - |
| Returns for 10 years | 53.38 | N/A | - |
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