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AMTAX vs FCWGX
AMTAX vs FCWGX Comparison
Open Charts AMTAX vs FCWGX
AB All Market Real Return A
Price$9.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets668.49M
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
AMTAX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. AMTAX (668M). AMTAX pays higher dividends than FCWGX: AMTAX (2.10) vs FCWGX (1.75). 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 : 9.93 vs. FCWGX (6.60).
| 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 | 8.343 | 9.138 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 131B | 1% |
| Annual Yield % from dividends | 2.10 | 1.75 | 120% |
| Returns for 1 year | 9.93 | 6.60 | 151% |
| Returns for 3 years | 13.41 | 46.60 | 29% |
| Returns for 5 years | 69.56 | N/A | - |
| Returns for 10 years | 45.97 | N/A | - |
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