AMTZX
Price
$9.80
Change
-$0.02 (-0.20%)
Updated
Jul 25 closing price
Net Assets
676.27M
CWIEX
Price
$72.06
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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AMTZX vs CWIEX

Header iconAMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEXBanner chart's image
AB All Market Real Return Z
Price$9.80
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets676.27M
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX commentary
Jul 28, 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 StrongBuy and CWIEX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AMTZX (676M). AMTZX pays higher dividends than CWIEX: AMTZX (2.41) vs CWIEX (1.25). AMTZX was incepted earlier than CWIEX: AMTZX (11 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than AMTZX (0.92). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AMTZX: CWIEX (250) vs AMTZX (2000000). CWIEX (13.48) and AMTZX (13.42) have marching annual gain over last year. AMTZX return over 5 years is better than : 69.54 vs. CWIEX (53.28).
AMTZXCWIEXAMTZX / CWIEX
Total Expense Ratio0.881.0088%
Annual Report Gross Expense Ratio0.921.0092%
Fund Existence11 years23 years-
Gain YTD11.11114.84975%
Front LoadN/AN/A-
Min. Initial Investment2000000250800,000%
Min. Initial Investment IRAN/AN/A-
Net Assets676M137B0%
Annual Yield % from dividends2.411.25193%
Returns for 1 year13.4213.48100%
Returns for 3 years21.1751.3541%
Returns for 5 years69.5453.28131%
Returns for 10 years64.9380.3981%
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