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AMTZX vs CWIAX
AMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAX
AB All Market Real Return Z
Price$10.66
Change+$0.29 (+2.80%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWIAX Comparison Chart in %
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AMTZX vs. CWIAX commentary
Feb 04, 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 AMTZX is a Hold and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. AMTZX (736M). AMTZX pays higher dividends than CWIAX: AMTZX (6.63) vs CWIAX (1.45). AMTZX was incepted earlier than CWIAX: AMTZX (12 years) vs CWIAX (24 years). AMTZX (0.92) is less costly to investors than CWIAX (0.78). AMTZX is a more actively managed with annual turnover of: 100.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than AMTZX: CWIAX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 25.46 vs. CWIAX (16.21). AMTZX return over 5 years is better than : 67.40 vs. CWIAX (33.28).
| AMTZX | CWIAX | AMTZX / CWIAX | |
| Total Expense Ratio | 0.88 | 0.78 | 113% |
| Annual Report Gross Expense Ratio | 0.92 | 0.78 | 118% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 6.921 | 4.934 | 140% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.63 | 1.45 | 457% |
| Returns for 1 year | 25.46 | 16.21 | 157% |
| Returns for 3 years | 37.63 | 43.10 | 87% |
| Returns for 5 years | 67.40 | 33.28 | 203% |
| Returns for 10 years | 137.50 | 124.19 | 111% |
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