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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
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 529F
Price$66.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.33B
AMTYX vs CWIFX Comparison Chart
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AMTYX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 128B vs. AMTYX (655M). AMTYX pays higher dividends than CWIFX: AMTYX (2.39) vs CWIFX (1.78). AMTYX was incepted earlier than CWIFX: AMTYX (15 years) vs CWIFX (23 years). AMTYX (1.01) is less costly to investors than CWIFX (0.86). AMTYX is a more actively managed with annual turnover of: 90.00 vs. CWIFX (27.00). AMTYX has a lower initial minimum investment than CWIFX: AMTYX (0) vs CWIFX (250). AMTYX annual gain was more profitable for investors over the last year : 6.67 vs. CWIFX (4.20). AMTYX return over 5 years is better than : 78.32 vs. CWIFX (60.41).
| AMTYX | CWIFX | AMTYX / CWIFX | |
| Total Expense Ratio | 0.97 | 0.86 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.86 | 117% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 5.817 | 5.956 | 98% |
| 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 | 1.78 | 135% |
| Returns for 1 year | 6.67 | 4.20 | 159% |
| Returns for 3 years | 6.11 | 33.38 | 18% |
| Returns for 5 years | 78.32 | 60.41 | 130% |
| Returns for 10 years | 42.52 | 70.14 | 61% |
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