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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
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 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTYX vs CWIFX Comparison Chart in %
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AMTYX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. AMTYX (724M). AMTYX pays higher dividends than CWIFX: AMTYX (2.08) vs CWIFX (1.49). 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). AMTYX annual gain was more profitable for investors over the last year : 17.88 vs. CWIFX (15.20). AMTYX return over 5 years is better than : 71.08 vs. CWIFX (52.22).
| 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 | 20.805 | 23.579 | 88% |
| 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 | 1.49 | 140% |
| Returns for 1 year | 17.88 | 15.20 | 118% |
| Returns for 3 years | 29.73 | 57.77 | 51% |
| Returns for 5 years | 71.08 | 52.22 | 136% |
| Returns for 10 years | 95.75 | 113.80 | 84% |
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