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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
AB All Market Real Return Z
Price$9.96
Change-$0.69 (-6.48%)
VolumeN/A
Net Assets697.75M
American Funds Capital World Gr&Inc 529E
Price$76.84
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX commentary
Dec 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AMTZX (698M). AMTZX pays higher dividends than CWIEX: AMTZX (2.18) vs CWIEX (1.14). AMTZX was incepted earlier than CWIEX: AMTZX (12 years) vs CWIEX (24 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 annual gain was more profitable for investors over the last year : 13.86 vs. AMTZX (8.08). AMTZX return over 5 years is better than : 53.42 vs. CWIEX (45.37).
| AMTZX | CWIEX | AMTZX / CWIEX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 12.245 | 24.404 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 142B | 0% |
| Annual Yield % from dividends | 2.18 | 1.14 | 191% |
| Returns for 1 year | 8.08 | 13.86 | 58% |
| Returns for 3 years | 22.53 | 54.55 | 41% |
| Returns for 5 years | 53.42 | 45.37 | 118% |
| Returns for 10 years | 95.38 | 111.03 | 86% |
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