Interact to see
Advertisement
Advertisement
AMTYX vs CWGFX
AMTYX vs CWGFX Comparison
Open Charts AMTYX vs CWGFX
AB All Market Real Return Advisor
Price$9.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets668.49M
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AMTYX vs CWGFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AMTYX vs. CWGFX commentary
Jun 15, 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: 131B vs. AMTYX (668M). AMTYX pays higher dividends than CWGFX: AMTYX (2.33) vs CWGFX (1.49). 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 : 10.22 vs. CWGFX (6.27). AMTYX return over 5 years is better than : 71.96 vs. CWGFX (51.55).
| 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 | 8.501 | 8.990 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 131B | 1% |
| Annual Yield % from dividends | 2.33 | 1.49 | 157% |
| Returns for 1 year | 10.22 | 6.27 | 163% |
| Returns for 3 years | 14.37 | 43.82 | 33% |
| Returns for 5 years | 71.96 | 51.55 | 140% |
| Returns for 10 years | 48.85 | 51.77 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GAONX | 20.74 | -0.20 | -0.96% |
| JPMorgan Global Allocation R2 | |||
| JABRX | 47.20 | -0.48 | -1.01% |
| Janus Henderson Balanced S | |||
| FIRIX | 10.16 | -0.11 | -1.07% |
| Fidelity Advisor Intl Real Estate I | |||
| WFDSX | 30.45 | -0.50 | -1.62% |
| Allspring SMID Cap Growth Fund - Cl Inst | |||
| USPCX | 27.96 | -0.75 | -2.61% |
| Union Street Partners Value C | |||