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AMTYX vs CWGFX
AMTYX vs CWGFX Comparison
Open Charts AMTYX vs CWGFX
AB All Market Real Return Advisor
Price$9.46
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets655.39M
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.33B
AMTYX vs CWGFX Comparison Chart
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AMTYX vs. CWGFX commentary
May 25, 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: 128B vs. AMTYX (655M). 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 : 6.67 vs. CWGFX (4.03). AMTYX return over 5 years is better than : 78.32 vs. CWGFX (54.27).
| 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 | 5.817 | 5.877 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 128B | 1% |
| Annual Yield % from dividends | 2.39 | 1.58 | 152% |
| Returns for 1 year | 6.67 | 4.03 | 165% |
| Returns for 3 years | 6.11 | 30.56 | 20% |
| Returns for 5 years | 78.32 | 54.27 | 144% |
| Returns for 10 years | 42.52 | 46.00 | 92% |
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