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AMTYX vs CWGCX
AMTYX vs CWGCX Comparison
Open Charts AMTYX vs CWGCX
AB All Market Real Return Advisor
Price$9.31
Change+$0.10 (+1.09%)
VolumeN/A
Net Assets653.83M
American Funds Capital World Gr&Inc C
Price$64.42
Change+$1.20 (+1.90%)
VolumeN/A
Net Assets125.4B
AMTYX vs CWGCX Comparison Chart
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AMTYX vs. CWGCX commentary
May 05, 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 AMTYX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. AMTYX (654M). AMTYX pays higher dividends than CWGCX: AMTYX (2.39) vs CWGCX (0.92). AMTYX was incepted earlier than CWGCX: AMTYX (15 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AMTYX (1.01). AMTYX is a more actively managed with annual turnover of: 90.00 vs. CWGCX (27.00). AMTYX has a lower initial minimum investment than CWGCX: AMTYX (0) vs CWGCX (250). AMTYX annual gain was more profitable for investors over the last year : 7.46 vs. CWGCX (4.20). AMTYX return over 5 years is better than : 78.84 vs. CWGCX (51.60).
| AMTYX | CWGCX | AMTYX / CWGCX | |
| Total Expense Ratio | 0.97 | 1.49 | 65% |
| Annual Report Gross Expense Ratio | 1.01 | 1.49 | 68% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 4.139 | 2.806 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 125B | 1% |
| Annual Yield % from dividends | 2.39 | 0.92 | 260% |
| Returns for 1 year | 7.46 | 4.20 | 178% |
| Returns for 3 years | 4.43 | 22.62 | 20% |
| Returns for 5 years | 78.84 | 51.60 | 153% |
| Returns for 10 years | 36.44 | 39.66 | 92% |
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