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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
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 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AMTYX vs CWIFX Comparison Chart in %
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AMTYX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. AMTYX (674M). AMTYX pays higher dividends than CWIFX: AMTYX (2.27) vs CWIFX (1.60). 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 (11.61) and CWIFX (11.58) have marching annual gain over last year. AMTYX return over 5 years is better than : 62.85 vs. CWIFX (52.56).
| 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 | 10.962 | 15.587 | 70% |
| 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 | 1.60 | 141% |
| Returns for 1 year | 11.61 | 11.58 | 100% |
| Returns for 3 years | 14.62 | 43.22 | 34% |
| Returns for 5 years | 62.85 | 52.56 | 120% |
| Returns for 10 years | 66.65 | 89.56 | 74% |
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