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AMTYX vs CWIFX
AMTYX vs CWIFX Comparison
Open Charts AMTYX vs CWIFX
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 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
AMTYX vs CWIFX Comparison Chart in %
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AMTYX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AMTYX (736M). AMTYX pays higher dividends than CWIFX: AMTYX (6.49) vs CWIFX (1.59). 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: 100.00 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 : 25.50 vs. CWIFX (16.37). AMTYX return over 5 years is better than : 66.55 vs. CWIFX (34.32).
| 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 | 6.917 | 4.948 | 140% |
| 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 | 1.59 | 408% |
| Returns for 1 year | 25.50 | 16.37 | 156% |
| Returns for 3 years | 37.37 | 43.74 | 85% |
| Returns for 5 years | 66.55 | 34.32 | 194% |
| Returns for 10 years | 134.74 | 128.46 | 105% |
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