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AMTYX vs CWIEX
AMTYX vs CWIEX Comparison
Open Charts AMTYX vs CWIEX
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 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AMTYX vs CWIEX Comparison Chart
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AMTYX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. AMTYX (668M). AMTYX pays higher dividends than CWIEX: AMTYX (2.33) vs CWIEX (1.31). 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 : 10.22 vs. CWIEX (6.05). AMTYX return over 5 years is better than : 71.96 vs. CWIEX (54.48).
| 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 | 8.501 | 8.904 | 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 | 1.31 | 179% |
| Returns for 1 year | 10.22 | 6.05 | 169% |
| Returns for 3 years | 14.37 | 44.36 | 32% |
| Returns for 5 years | 71.96 | 54.48 | 132% |
| Returns for 10 years | 48.85 | 69.54 | 70% |
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