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AMTOX vs CWIFX
AMTOX vs CWIFX Comparison
Open Charts AMTOX vs CWIFX
AB All Market Real Return 1
Price$9.63
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AMTOX vs CWIFX Comparison Chart in %
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AMTOX vs. CWIFX commentary
Jul 06, 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. AMTOX (674M). AMTOX pays higher dividends than CWIFX: AMTOX (2.19) vs CWIFX (1.60). AMTOX was incepted earlier than CWIFX: AMTOX (15 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: 90.00 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 : 10.82 vs. CWIFX (9.49). AMTOX return over 5 years is better than : 69.59 vs. CWIFX (58.16).
| AMTOX | CWIFX | AMTOX / CWIFX | |
| Total Expense Ratio | 1.12 | 0.86 | 130% |
| Annual Report Gross Expense Ratio | 1.16 | 0.86 | 135% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 10.183 | 13.657 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 136B | 0% |
| Annual Yield % from dividends | 2.19 | 1.60 | 137% |
| Returns for 1 year | 10.82 | 9.49 | 114% |
| Returns for 3 years | 20.51 | 52.32 | 39% |
| Returns for 5 years | 69.59 | 58.16 | 120% |
| Returns for 10 years | 54.41 | 87.92 | 62% |
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