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AMTYX vs CWIEX
AMTYX vs CWIEX Comparison
Open Charts AMTYX vs CWIEX
AB All Market Real Return Advisor
Price$9.94
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets674.16M
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AMTYX vs CWIEX Comparison Chart in %
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AMTYX vs. CWIEX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AMTYX (674M). AMTYX pays higher dividends than CWIEX: AMTYX (2.27) vs CWIEX (1.25). 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 (11.61) and CWIEX (11.15) have marching annual gain over last year. AMTYX return over 5 years is better than : 62.85 vs. CWIEX (49.58).
| 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 | 10.962 | 15.312 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 137B | 0% |
| Annual Yield % from dividends | 2.27 | 1.25 | 181% |
| Returns for 1 year | 11.61 | 11.15 | 104% |
| Returns for 3 years | 14.62 | 41.58 | 35% |
| Returns for 5 years | 62.85 | 49.58 | 127% |
| Returns for 10 years | 66.65 | 81.77 | 82% |
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