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AMTZX vs CWIAX
AMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAX
AB All Market Real Return Z
Price$10.54
Change-$0.11 (-1.03%)
VolumeN/A
Net Assets724.39M
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AMTZX vs CWIAX Comparison Chart in %
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AMTZX vs. CWIAX commentary
Nov 14, 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: 144B vs. AMTZX (724M). AMTZX pays higher dividends than CWIAX: AMTZX (2.22) vs CWIAX (1.36). 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 : 16.84 vs. CWIAX (13.45). AMTZX return over 5 years is better than : 69.92 vs. CWIAX (48.31).
| 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 | 19.501 | 21.188 | 92% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 144B | 1% |
| Annual Yield % from dividends | 2.22 | 1.36 | 163% |
| Returns for 1 year | 16.84 | 13.45 | 125% |
| Returns for 3 years | 29.63 | 55.06 | 54% |
| Returns for 5 years | 69.92 | 48.31 | 145% |
| Returns for 10 years | 92.85 | 103.54 | 90% |
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