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AMTOX vs CWIEX
AMTOX vs CWIEX Comparison
Open Charts AMTOX vs CWIEX
AB All Market Real Return 1
Price$9.90
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets687.15M
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AMTOX vs CWIEX Comparison Chart in %
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AMTOX vs. CWIEX commentary
Sep 06, 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 AMTOX is a Buy and CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AMTOX (687M). AMTOX pays higher dividends than CWIEX: AMTOX (2.11) vs CWIEX (1.22). AMTOX was incepted earlier than CWIEX: AMTOX (16 years) vs CWIEX (24 years). AMTOX (1.16) is less costly to investors than CWIEX (1.00). AMTOX is a more actively managed with annual turnover of: 90.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AMTOX: CWIEX (250) vs AMTOX (5000). AMTOX (12.81) and CWIEX (12.35) have marching annual gain over last year. AMTOX return over 5 years is better than : 63.87 vs. CWIEX (48.46).
| AMTOX | CWIEX | AMTOX / CWIEX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.16 | 1.00 | 116% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 13.043 | 15.455 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 137B | 1% |
| Annual Yield % from dividends | 2.11 | 1.22 | 173% |
| Returns for 1 year | 12.81 | 12.35 | 104% |
| Returns for 3 years | 22.84 | 53.72 | 43% |
| Returns for 5 years | 63.87 | 48.46 | 132% |
| Returns for 10 years | 78.40 | 93.37 | 84% |
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