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AMTYX vs CWGCX
AMTYX vs CWGCX Comparison
Open Charts AMTYX vs CWGCX
AB All Market Real Return Advisor
Price$8.86
Change+$0.43 (+5.10%)
VolumeN/A
Net Assets591.69M
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
AMTYX vs CWGCX Comparison Chart
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AMTYX vs. CWGCX commentary
Apr 11, 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 Hold and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 109B vs. AMTYX (592M). AMTYX pays higher dividends than CWGCX: AMTYX (2.36) vs CWGCX (0.93). 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 : -5.47 vs. CWGCX (-11.55). AMTYX return over 5 years is better than : 57.54 vs. CWGCX (34.01).
| 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 | -5.705 | -10.472 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 109B | 1% |
| Annual Yield % from dividends | 2.36 | 0.93 | 254% |
| Returns for 1 year | -5.47 | -11.55 | 47% |
| Returns for 3 years | -8.82 | -0.30 | 2,932% |
| Returns for 5 years | 57.54 | 34.01 | 169% |
| Returns for 10 years | 27.27 | 20.56 | 133% |
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