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AMTYX vs RWIFX
AMTYX vs RWIFX Comparison
Open Charts AMTYX vs RWIFX
AB All Market Real Return Advisor
Price$9.28
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets684.6M
American Funds Capital World Gr&Inc R5
Price$66.54
Change+$0.47 (+0.71%)
VolumeN/A
Net Assets128.9B
AMTYX vs RWIFX Comparison Chart
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AMTYX vs. RWIFX commentary
Jan 24, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. AMTYX (685M). AMTYX pays higher dividends than RWIFX: AMTYX (3.78) vs RWIFX (1.94). AMTYX was incepted earlier than RWIFX: AMTYX (15 years) vs RWIFX (23 years). AMTYX is a more actively managed with annual turnover of: 69.00 vs. RWIFX (27.00). AMTYX has a lower initial minimum investment than RWIFX: AMTYX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 12.26 vs. AMTYX (11.52). AMTYX return over 5 years is better than : 39.90 vs. RWIFX (33.60).
| AMTYX | RWIFX | AMTYX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.803 | 4.688 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 129B | 1% |
| Annual Yield % from dividends | 3.78 | 1.94 | 195% |
| Returns for 1 year | 11.52 | 12.26 | 94% |
| Returns for 3 years | 10.89 | 16.08 | 68% |
| Returns for 5 years | 39.90 | 33.60 | 119% |
| Returns for 10 years | 39.81 | 50.30 | 79% |
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