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AMTYX vs CWGFX
AMTYX vs CWGFX Comparison
Open Charts AMTYX vs CWGFX
AB All Market Real Return Advisor
Price$9.87
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AMTYX vs CWGFX Comparison Chart in %
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AMTYX vs. CWGFX commentary
Jul 07, 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 Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. AMTYX (674M). AMTYX pays higher dividends than CWGFX: AMTYX (2.26) vs CWGFX (1.42). AMTYX was incepted earlier than CWGFX: AMTYX (15 years) vs CWGFX (24 years). AMTYX (1.01) is less costly to investors than CWGFX (0.80). AMTYX is a more actively managed with annual turnover of: 90.00 vs. CWGFX (27.00). AMTYX has a lower initial minimum investment than CWGFX: AMTYX (0) vs CWGFX (250). AMTYX annual gain was more profitable for investors over the last year : 11.17 vs. CWGFX (9.29). AMTYX return over 5 years is better than : 71.03 vs. CWGFX (52.71).
| AMTYX | CWGFX | AMTYX / CWGFX | |
| Total Expense Ratio | 0.97 | 0.80 | 121% |
| Annual Report Gross Expense Ratio | 1.01 | 0.80 | 126% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.403 | 13.538 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 136B | 0% |
| Annual Yield % from dividends | 2.26 | 1.42 | 159% |
| Returns for 1 year | 11.17 | 9.29 | 120% |
| Returns for 3 years | 21.21 | 50.04 | 42% |
| Returns for 5 years | 71.03 | 52.71 | 135% |
| Returns for 10 years | 56.43 | 62.66 | 90% |
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