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AMTYX vs CWIEX
AMTYX vs CWIEX Comparison
Open Charts AMTYX vs CWIEX
AB All Market Real Return Advisor
Price$10.69
Change-$0.11 (-1.02%)
VolumeN/A
Net Assets724.39M
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTYX vs CWIEX Comparison Chart in %
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AMTYX vs. CWIEX commentary
Nov 14, 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 Hold and CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. AMTYX (724M). AMTYX pays higher dividends than CWIEX: AMTYX (2.08) vs CWIEX (1.15). 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: 90.00 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 : 16.93 vs. CWIEX (13.18). AMTYX return over 5 years is better than : 69.34 vs. CWIEX (46.58).
| 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 | 19.575 | 20.939 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 144B | 1% |
| Annual Yield % from dividends | 2.08 | 1.15 | 181% |
| Returns for 1 year | 16.93 | 13.18 | 128% |
| Returns for 3 years | 29.49 | 53.98 | 55% |
| Returns for 5 years | 69.34 | 46.58 | 149% |
| Returns for 10 years | 91.28 | 99.00 | 92% |
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