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AMTYX vs RWIFX
AMTYX vs RWIFX Comparison
Open Charts AMTYX vs RWIFX
AB All Market Real Return Advisor
Price$8.86
Change+$0.43 (+5.10%)
VolumeN/A
Net Assets591.69M
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
AMTYX vs RWIFX Comparison Chart
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AMTYX vs. RWIFX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 109B vs. AMTYX (592M). AMTYX pays higher dividends than RWIFX: AMTYX (2.36) vs RWIFX (1.93). AMTYX was incepted earlier than RWIFX: AMTYX (15 years) vs RWIFX (23 years). AMTYX (1.01) is less costly to investors than RWIFX (0.46). AMTYX is a more actively managed with annual turnover of: 90.00 vs. RWIFX (27.00). AMTYX has a lower initial minimum investment than RWIFX: AMTYX (0) vs RWIFX (250). AMTYX annual gain was more profitable for investors over the last year : -5.47 vs. RWIFX (-10.59). AMTYX return over 5 years is better than : 57.54 vs. RWIFX (38.79).
| AMTYX | RWIFX | AMTYX / RWIFX | |
| Total Expense Ratio | 0.97 | 0.46 | 211% |
| Annual Report Gross Expense Ratio | 1.01 | 0.46 | 220% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -5.705 | -10.236 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 109B | 1% |
| Annual Yield % from dividends | 2.36 | 1.93 | 122% |
| Returns for 1 year | -5.47 | -10.59 | 52% |
| Returns for 3 years | -8.82 | 2.13 | -414% |
| Returns for 5 years | 57.54 | 38.79 | 148% |
| Returns for 10 years | 27.27 | 24.94 | 109% |
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