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AMTYX vs CWGCX
AMTYX vs CWGCX Comparison
Open Charts AMTYX vs CWGCX
AB All Market Real Return Advisor
Price$10.15
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets688.39M
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
AMTYX vs CWGCX Comparison Chart in %
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AMTYX vs. CWGCX commentary
Sep 08, 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: 138B vs. AMTYX (688M). AMTYX pays higher dividends than CWGCX: AMTYX (2.18) vs CWGCX (0.82). AMTYX was incepted earlier than CWGCX: AMTYX (16 years) vs CWGCX (25 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 : 13.33 vs. CWGCX (12.28). AMTYX return over 5 years is better than : 65.59 vs. CWGCX (43.30).
| AMTYX | CWGCX | AMTYX / CWGCX | |
| Total Expense Ratio | 0.97 | 1.49 | 65% |
| Annual Report Gross Expense Ratio | 1.01 | 1.49 | 68% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 13.535 | 15.632 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 138B | 0% |
| Annual Yield % from dividends | 2.18 | 0.82 | 266% |
| Returns for 1 year | 13.33 | 12.28 | 108% |
| Returns for 3 years | 23.86 | 51.16 | 47% |
| Returns for 5 years | 65.59 | 43.30 | 151% |
| Returns for 10 years | 80.93 | 71.02 | 114% |
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