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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
AB All Market Real Return Advisor
Price$9.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets668.49M
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AMTYX vs CWIFX Comparison Chart
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AMTYX vs. CWIFX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. AMTYX (668M). AMTYX pays higher dividends than CWIFX: AMTYX (2.33) vs CWIFX (1.68). 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 : 10.22 vs. CWIFX (6.46). AMTYX return over 5 years is better than : 71.96 vs. CWIFX (57.58).
| 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 | 8.501 | 9.097 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 131B | 1% |
| Annual Yield % from dividends | 2.33 | 1.68 | 139% |
| Returns for 1 year | 10.22 | 6.46 | 158% |
| Returns for 3 years | 14.37 | 46.04 | 31% |
| Returns for 5 years | 71.96 | 57.58 | 125% |
| Returns for 10 years | 48.85 | 76.87 | 64% |
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