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AMTYX vs FWGIX
AMTYX vs FWGIX Comparison
Open Charts AMTYX vs FWGIX
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 F3
Price$67.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.33B
AMTYX vs FWGIX Comparison Chart
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AMTYX vs. FWGIX 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. AMTYX (655M). AMTYX pays higher dividends than FWGIX: AMTYX (2.39) vs FWGIX (1.96). AMTYX was incepted earlier than FWGIX: AMTYX (15 years) vs FWGIX (8 years). AMTYX (1.01) is less costly to investors than FWGIX (0.41). AMTYX is a more actively managed with annual turnover of: 90.00 vs. FWGIX (27.00). AMTYX has a lower initial minimum investment than FWGIX: AMTYX (0) vs FWGIX (1000000). AMTYX annual gain was more profitable for investors over the last year : 6.67 vs. FWGIX (4.44). AMTYX return over 5 years is better than : 78.32 vs. FWGIX (56.29).
| AMTYX | FWGIX | AMTYX / FWGIX | |
| Total Expense Ratio | 0.97 | 0.41 | 237% |
| Annual Report Gross Expense Ratio | 1.01 | 0.41 | 246% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 5.817 | 6.047 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 128B | 1% |
| Annual Yield % from dividends | 2.39 | 1.96 | 122% |
| Returns for 1 year | 6.67 | 4.44 | 150% |
| Returns for 3 years | 6.11 | 31.74 | 19% |
| Returns for 5 years | 78.32 | 56.29 | 139% |
| Returns for 10 years | 42.52 | N/A | - |
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