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AMTYX vs CWIEX
AMTYX vs CWIEX Comparison
Open Charts AMTYX vs CWIEX
AB All Market Real Return Advisor
Price$10.82
Change+$0.31 (+2.95%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
AMTYX vs CWIEX Comparison Chart in %
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AMTYX vs. CWIEX commentary
Feb 05, 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 AMTYX is a Hold and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AMTYX (736M). AMTYX pays higher dividends than CWIEX: AMTYX (6.49) vs CWIEX (1.24). AMTYX was incepted earlier than CWIEX: AMTYX (16 years) vs CWIEX (24 years). AMTYX (1.01) and CWIEX (1.00) have similar cost to investors . AMTYX is a more actively managed with annual turnover of: 100.00 vs. CWIEX (27.00). AMTYX has a lower initial minimum investment than CWIEX: AMTYX (0) vs CWIEX (250). AMTYX annual gain was more profitable for investors over the last year : 25.50 vs. CWIEX (15.93). AMTYX return over 5 years is better than : 66.55 vs. CWIEX (31.71).
| AMTYX | CWIEX | AMTYX / CWIEX | |
| Total Expense Ratio | 0.97 | 1.00 | 97% |
| Annual Report Gross Expense Ratio | 1.01 | 1.00 | 101% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 6.917 | 4.913 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.49 | 1.24 | 522% |
| Returns for 1 year | 25.50 | 15.93 | 160% |
| Returns for 3 years | 37.37 | 42.06 | 89% |
| Returns for 5 years | 66.55 | 31.71 | 210% |
| Returns for 10 years | 134.74 | 119.07 | 113% |
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