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AMTOX vs CWIFX
AMTOX vs CWIFX Comparison
Open Charts AMTOX vs CWIFX
AB All Market Real Return 1
Price$10.55
Change+$0.30 (+2.93%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
AMTOX vs CWIFX Comparison Chart in %
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AMTOX vs. CWIFX commentary
Feb 04, 2026
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 Hold and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AMTOX (736M). AMTOX pays higher dividends than CWIFX: AMTOX (6.48) vs CWIFX (1.59). AMTOX was incepted earlier than CWIFX: AMTOX (16 years) vs CWIFX (23 years). AMTOX (1.16) is less costly to investors than CWIFX (0.86). AMTOX is a more actively managed with annual turnover of: 100.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AMTOX: CWIFX (250) vs AMTOX (5000). AMTOX annual gain was more profitable for investors over the last year : 25.21 vs. CWIFX (16.37). AMTOX return over 5 years is better than : 65.26 vs. CWIFX (34.32).
| AMTOX | CWIFX | AMTOX / CWIFX | |
| Total Expense Ratio | 1.12 | 0.86 | 130% |
| Annual Report Gross Expense Ratio | 1.16 | 0.86 | 135% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 6.890 | 4.948 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.48 | 1.59 | 408% |
| Returns for 1 year | 25.21 | 16.37 | 154% |
| Returns for 3 years | 36.48 | 43.74 | 83% |
| Returns for 5 years | 65.26 | 34.32 | 190% |
| Returns for 10 years | 132.15 | 128.46 | 103% |
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