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AMTYX vs CWIEX
AMTYX vs CWIEX Comparison
Open Charts AMTYX vs CWIEX
AB All Market Real Return Advisor
Price$10.70
Change+$0.13 (+1.23%)
VolumeN/A
Net Assets710.99M
American Funds Capital World Gr&Inc 529E
Price$75.76
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
AMTYX vs CWIEX Comparison Chart in %
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AMTYX vs. CWIEX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. AMTYX (711M). AMTYX pays higher dividends than CWIEX: AMTYX (2.10) vs CWIEX (1.17). AMTYX was incepted earlier than CWIEX: AMTYX (16 years) vs CWIEX (24 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 : 13.08 vs. CWIEX (11.21). AMTYX return over 5 years is better than : 74.62 vs. CWIEX (54.57).
| AMTYX | CWIEX | AMTYX / CWIEX | |
| Total Expense Ratio | 0.97 | 1.00 | 97% |
| Annual Report Gross Expense Ratio | 1.01 | 1.00 | 101% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 18.233 | 20.987 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 141B | 1% |
| Annual Yield % from dividends | 2.10 | 1.17 | 179% |
| Returns for 1 year | 13.08 | 11.21 | 117% |
| Returns for 3 years | 36.66 | 66.85 | 55% |
| Returns for 5 years | 74.62 | 54.57 | 137% |
| Returns for 10 years | 79.72 | 93.83 | 85% |
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