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AMTZX vs CWIAX
AMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAX
AB All Market Real Return Z
Price$10.43
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets710.99M
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AMTZX vs CWIAX Comparison Chart in %
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AMTZX vs. CWIAX commentary
Oct 21, 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 AMTZX is a Hold and CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. AMTZX (711M). AMTZX pays higher dividends than CWIAX: AMTZX (2.24) vs CWIAX (1.39). 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: 90.00 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 : 13.65 vs. CWIAX (10.77). AMTZX return over 5 years is better than : 75.41 vs. CWIAX (54.01).
| 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 | 18.254 | 19.974 | 91% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 141B | 1% |
| Annual Yield % from dividends | 2.24 | 1.39 | 162% |
| Returns for 1 year | 13.65 | 10.77 | 127% |
| Returns for 3 years | 37.48 | 67.94 | 55% |
| Returns for 5 years | 75.41 | 54.01 | 140% |
| Returns for 10 years | 81.53 | 99.76 | 82% |
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