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AMTYX vs CWGFX
AMTYX vs CWGFX Comparison
Open Charts AMTYX vs CWGFX
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 F1
Price$65.10
Change+$1.21 (+1.89%)
VolumeN/A
Net Assets125.4B
AMTYX vs CWGFX Comparison Chart
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AMTYX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. AMTYX (654M). AMTYX pays higher dividends than CWGFX: AMTYX (2.39) vs CWGFX (1.58). AMTYX was incepted earlier than CWGFX: AMTYX (15 years) vs CWGFX (24 years). AMTYX (1.01) is less costly to investors than CWGFX (0.80). AMTYX is a more actively managed with annual turnover of: 90.00 vs. CWGFX (27.00). AMTYX has a lower initial minimum investment than CWGFX: AMTYX (0) vs CWGFX (250). AMTYX annual gain was more profitable for investors over the last year : 7.46 vs. CWGFX (4.94). AMTYX return over 5 years is better than : 78.84 vs. CWGFX (55.18).
| AMTYX | CWGFX | AMTYX / CWGFX | |
| Total Expense Ratio | 0.97 | 0.80 | 121% |
| Annual Report Gross Expense Ratio | 1.01 | 0.80 | 126% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 4.139 | 3.013 | 137% |
| 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 | 1.58 | 152% |
| Returns for 1 year | 7.46 | 4.94 | 151% |
| Returns for 3 years | 4.43 | 24.61 | 18% |
| Returns for 5 years | 78.84 | 55.18 | 143% |
| Returns for 10 years | 36.44 | 43.00 | 85% |
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