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AMTOX vs CWIEX
AMTOX vs CWIEX Comparison
Open Charts AMTOX vs CWIEX
AB All Market Real Return 1
Price$9.94
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets691.54M
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AMTOX vs CWIEX Comparison Chart in %
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AMTOX vs. CWIEX commentary
Sep 09, 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 AMTOX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. AMTOX (692M). AMTOX pays higher dividends than CWIEX: AMTOX (2.11) vs CWIEX (1.22). AMTOX was incepted earlier than CWIEX: AMTOX (16 years) vs CWIEX (24 years). AMTOX (1.16) is less costly to investors than CWIEX (1.00). AMTOX is a more actively managed with annual turnover of: 90.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AMTOX: CWIEX (250) vs AMTOX (5000). CWIEX (15.31) and AMTOX (15.04) have marching annual gain over last year. AMTOX return over 5 years is better than : 65.28 vs. CWIEX (50.55).
| AMTOX | CWIEX | AMTOX / CWIEX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.16 | 1.00 | 116% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 13.730 | 16.523 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 138B | 1% |
| Annual Yield % from dividends | 2.11 | 1.22 | 173% |
| Returns for 1 year | 15.04 | 15.31 | 98% |
| Returns for 3 years | 20.71 | 49.81 | 42% |
| Returns for 5 years | 65.28 | 50.55 | 129% |
| Returns for 10 years | 79.48 | 95.02 | 84% |
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