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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
AB All Market Real Return Advisor
Price$10.57
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets710.99M
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
AMTYX vs CWIFX Comparison Chart in %
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AMTYX vs. CWIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. AMTYX (711M). AMTYX pays higher dividends than CWIFX: AMTYX (2.10) vs CWIFX (1.53). 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 : 13.56 vs. CWIFX (10.94). AMTYX return over 5 years is better than : 74.62 vs. CWIFX (55.22).
| 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 | 18.233 | 20.108 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 141B | 1% |
| Annual Yield % from dividends | 2.10 | 1.53 | 138% |
| Returns for 1 year | 13.56 | 10.94 | 124% |
| Returns for 3 years | 37.12 | 68.69 | 54% |
| Returns for 5 years | 74.62 | 55.22 | 135% |
| Returns for 10 years | 80.16 | 103.66 | 77% |
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