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AMTYX vs CWIEX
AMTYX vs CWIEX Comparison
Open Charts AMTYX vs CWIEX
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 529E
Price$66.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.33B
AMTYX vs CWIEX Comparison Chart
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AMTYX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 128B vs. AMTYX (655M). AMTYX pays higher dividends than CWIEX: AMTYX (2.39) vs CWIEX (1.38). AMTYX was incepted earlier than CWIEX: AMTYX (15 years) vs CWIEX (23 years). AMTYX (1.01) and CWIEX (1.00) have similar cost to investors . AMTYX is a more actively managed with annual turnover of: 90.00 vs. CWIEX (27.00). AMTYX has a lower initial minimum investment than CWIEX: AMTYX (0) vs CWIEX (250). AMTYX annual gain was more profitable for investors over the last year : 6.67 vs. CWIEX (3.80). AMTYX return over 5 years is better than : 78.32 vs. CWIEX (57.25).
| AMTYX | CWIEX | AMTYX / CWIEX | |
| Total Expense Ratio | 0.97 | 1.00 | 97% |
| Annual Report Gross Expense Ratio | 1.01 | 1.00 | 101% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 5.817 | 5.801 | 100% |
| 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 | 1.38 | 173% |
| Returns for 1 year | 6.67 | 3.80 | 175% |
| Returns for 3 years | 6.11 | 31.87 | 19% |
| Returns for 5 years | 78.32 | 57.25 | 137% |
| Returns for 10 years | 42.52 | 63.13 | 67% |
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