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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
AB All Market Real Return Advisor
Price$10.11
Change-$0.69 (-6.39%)
VolumeN/A
Net Assets697.75M
American Funds Capital World Gr&Inc 529F
Price$77.02
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
AMTYX vs CWIFX Comparison Chart in %
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AMTYX vs. CWIFX commentary
Dec 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AMTYX (698M). AMTYX pays higher dividends than CWIFX: AMTYX (2.05) vs CWIFX (1.48). AMTYX was incepted earlier than CWIFX: AMTYX (16 years) vs CWIFX (23 years). AMTYX (1.01) is less costly to investors than CWIFX (0.86). AMTYX is a more actively managed with annual turnover of: 90.00 vs. CWIFX (27.00). AMTYX has a lower initial minimum investment than CWIFX: AMTYX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 14.31 vs. AMTYX (8.41). AMTYX return over 5 years is better than : 53.13 vs. CWIFX (48.26).
| AMTYX | CWIFX | AMTYX / CWIFX | |
| Total Expense Ratio | 0.97 | 0.86 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.86 | 117% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 12.528 | 24.874 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 142B | 0% |
| Annual Yield % from dividends | 2.05 | 1.48 | 138% |
| Returns for 1 year | 8.41 | 14.31 | 59% |
| Returns for 3 years | 22.72 | 56.38 | 40% |
| Returns for 5 years | 53.13 | 48.26 | 110% |
| Returns for 10 years | 93.68 | 120.12 | 78% |
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