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AMTYX vs CWGFX
AMTYX vs CWGFX Comparison
Open Charts AMTYX vs CWGFX
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 F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
AMTYX vs CWGFX Comparison Chart
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AMTYX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. AMTYX (592M). AMTYX pays higher dividends than CWGFX: AMTYX (2.36) vs CWGFX (1.59). 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 : -5.47 vs. CWGFX (-10.91). AMTYX return over 5 years is better than : 57.54 vs. CWGFX (37.20).
| 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 | -5.705 | -10.327 | 55% |
| 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 | 1.59 | 148% |
| Returns for 1 year | -5.47 | -10.91 | 50% |
| Returns for 3 years | -8.82 | 1.33 | -665% |
| Returns for 5 years | 57.54 | 37.20 | 155% |
| Returns for 10 years | 27.27 | 23.45 | 116% |
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