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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
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 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AMTYX vs CWIFX Comparison Chart in %
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AMTYX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. AMTYX (688M). AMTYX pays higher dividends than CWIFX: AMTYX (2.18) vs CWIFX (1.57). AMTYX was incepted earlier than CWIFX: AMTYX (16 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 (13.33) and CWIFX (13.31) have marching annual gain over last year. AMTYX return over 5 years is better than : 65.59 vs. CWIFX (52.14).
| AMTYX | CWIFX | AMTYX / CWIFX | |
| Total Expense Ratio | 0.97 | 0.86 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.86 | 117% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 13.535 | 16.304 | 83% |
| 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 | 1.57 | 139% |
| Returns for 1 year | 13.33 | 13.31 | 100% |
| Returns for 3 years | 23.86 | 56.25 | 42% |
| Returns for 5 years | 65.59 | 52.14 | 126% |
| Returns for 10 years | 80.93 | 102.66 | 79% |
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