Ad is loading...
AMTYX vs CWGFX
AMTYX vs CWGFX Comparison
Open Charts AMTYX vs CWGFX
AB All Market Real Return Advisor
Price$9.28
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets684.6M
American Funds Capital World Gr&Inc F1
Price$66.33
Change+$0.46 (+0.70%)
VolumeN/A
Net Assets128.9B
AMTYX vs CWGFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AMTYX vs. CWGFX commentary
Jan 24, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. AMTYX (685M). AMTYX pays higher dividends than CWGFX: AMTYX (3.78) vs CWGFX (1.64). AMTYX was incepted earlier than CWGFX: AMTYX (15 years) vs CWGFX (24 years). AMTYX is a more actively managed with annual turnover of: 69.00 vs. CWGFX (27.00). AMTYX has a lower initial minimum investment than CWGFX: AMTYX (0) vs CWGFX (250). CWGFX (11.87) and AMTYX (11.52) have marching annual gain over last year. AMTYX return over 5 years is better than : 39.90 vs. CWGFX (32.20).
| AMTYX | CWGFX | AMTYX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 3.803 | 4.654 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 129B | 1% |
| Annual Yield % from dividends | 3.78 | 1.64 | 231% |
| Returns for 1 year | 11.52 | 11.87 | 97% |
| Returns for 3 years | 10.89 | 15.26 | 71% |
| Returns for 5 years | 39.90 | 32.20 | 124% |
| Returns for 10 years | 39.81 | 48.65 | 82% |
View a ticker or compare two or three
VS
VS
Ad is loading...