AMTZX
Price
$10.43
Change
-$0.02 (-0.19%)
Updated
Oct 17 closing price
Net Assets
710.99M
CWIAX
Price
$75.09
Change
-$0.08 (-0.11%)
Updated
Oct 17 closing price
Net Assets
140.77B
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AMTZX vs CWIAX

Header iconAMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAXBanner chart's image
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.

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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).
AMTZXCWIAXAMTZX / CWIAX
Total Expense Ratio0.880.78113%
Annual Report Gross Expense Ratio0.920.78118%
Fund Existence12 years24 years-
Gain YTD18.25419.97491%
Front LoadN/A4%-
Min. Initial Investment2000000250800,000%
Min. Initial Investment IRAN/AN/A-
Net Assets711M141B1%
Annual Yield % from dividends2.241.39162%
Returns for 1 year13.6510.77127%
Returns for 3 years37.4867.9455%
Returns for 5 years75.4154.01140%
Returns for 10 years81.5399.7682%
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