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AMTOX vs CWIEX
AMTOX vs CWIEX Comparison
Open Charts AMTOX vs CWIEX
AB All Market Real Return 1
Price$9.24
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets655.39M
American Funds Capital World Gr&Inc 529E
Price$66.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.33B
AMTOX vs CWIEX Comparison Chart
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AMTOX vs. CWIEX commentary
May 25, 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 Hold and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 128B vs. AMTOX (655M). AMTOX pays higher dividends than CWIEX: AMTOX (2.32) vs CWIEX (1.38). AMTOX was incepted earlier than CWIEX: AMTOX (15 years) vs CWIEX (23 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 annual gain was more profitable for investors over the last year : 6.45 vs. CWIEX (3.80). AMTOX return over 5 years is better than : 76.97 vs. CWIEX (57.25).
| AMTOX | CWIEX | AMTOX / CWIEX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.16 | 1.00 | 116% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 5.721 | 5.801 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 128B | 1% |
| Annual Yield % from dividends | 2.32 | 1.38 | 168% |
| Returns for 1 year | 6.45 | 3.80 | 170% |
| Returns for 3 years | 5.63 | 31.87 | 18% |
| Returns for 5 years | 76.97 | 57.25 | 134% |
| Returns for 10 years | 40.91 | 63.13 | 65% |
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