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AMTZX vs CWIAX
AMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAX
AB All Market Real Return Z
Price$10.34
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets722.09M
American Funds Capital World Gr&Inc 529A
Price$73.96
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWIAX Comparison Chart in %
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AMTZX vs. CWIAX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. AMTZX (722M). AMTZX pays higher dividends than CWIAX: AMTZX (7.08) vs CWIAX (1.52). 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 : 24.15 vs. CWIAX (19.56). AMTZX return over 5 years is better than : 61.27 vs. CWIAX (32.81).
| 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 | 3.711 | 3.964 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 142B | 1% |
| Annual Yield % from dividends | 7.08 | 1.52 | 467% |
| Returns for 1 year | 24.15 | 19.56 | 123% |
| Returns for 3 years | 33.50 | 43.71 | 77% |
| Returns for 5 years | 61.27 | 32.81 | 187% |
| Returns for 10 years | 140.20 | 123.85 | 113% |
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