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AMTYX vs CWGCX
AMTYX vs CWGCX Comparison
Open Charts AMTYX vs CWGCX
AB All Market Real Return Advisor
Price$9.73
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets667.43M
American Funds Capital World Gr&Inc C
Price$69.96
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.85B
AMTYX vs CWGCX Comparison Chart in %
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AMTYX vs. CWGCX commentary
Jun 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. AMTYX (667M). AMTYX pays higher dividends than CWGCX: AMTYX (2.33) vs CWGCX (0.87). 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 : 10.81 vs. CWGCX (8.85). AMTYX return over 5 years is better than : 75.09 vs. CWGCX (52.54).
| 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 | 8.837 | 12.029 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 135B | 0% |
| Annual Yield % from dividends | 2.33 | 0.87 | 268% |
| Returns for 1 year | 10.81 | 8.85 | 122% |
| Returns for 3 years | 16.76 | 44.25 | 38% |
| Returns for 5 years | 75.09 | 52.54 | 143% |
| Returns for 10 years | 49.97 | 56.16 | 89% |
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