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AMTYX vs CWIEX
AMTYX vs CWIEX Comparison
Open Charts AMTYX vs CWIEX
AB All Market Real Return Advisor
Price$10.15
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets688.39M
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AMTYX vs CWIEX Comparison Chart in %
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AMTYX vs. CWIEX commentary
Sep 08, 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: 138B vs. AMTYX (688M). AMTYX pays higher dividends than CWIEX: AMTYX (2.18) vs CWIEX (1.22). 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 (13.33) and CWIEX (12.87) have marching annual gain over last year. AMTYX return over 5 years is better than : 65.59 vs. CWIEX (49.15).
| 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 | 13.535 | 15.997 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 138B | 0% |
| Annual Yield % from dividends | 2.18 | 1.22 | 178% |
| Returns for 1 year | 13.33 | 12.87 | 104% |
| Returns for 3 years | 23.86 | 54.44 | 44% |
| Returns for 5 years | 65.59 | 49.15 | 133% |
| Returns for 10 years | 80.93 | 94.28 | 86% |
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