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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
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 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. AMTZX (724M). AMTZX pays higher dividends than CWIEX: AMTZX (2.22) vs CWIEX (1.15). 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). AMTZX annual gain was more profitable for investors over the last year : 16.84 vs. CWIEX (13.18). AMTZX return over 5 years is better than : 69.92 vs. CWIEX (46.58).
| 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 | 19.501 | 20.939 | 93% |
| Front Load | N/A | N/A | - |
| 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 | 1.15 | 193% |
| Returns for 1 year | 16.84 | 13.18 | 128% |
| Returns for 3 years | 29.63 | 53.98 | 55% |
| Returns for 5 years | 69.92 | 46.58 | 150% |
| Returns for 10 years | 92.85 | 99.00 | 94% |
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