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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
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 529E
Price$73.84
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX 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 CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AMTZX (722M). AMTZX pays higher dividends than CWIEX: AMTZX (7.08) vs CWIEX (1.30). 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 : 24.15 vs. CWIEX (19.26). AMTZX return over 5 years is better than : 61.27 vs. CWIEX (31.22).
| 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 | 3.711 | 3.956 | 94% |
| Front Load | N/A | N/A | - |
| 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 | 1.30 | 544% |
| Returns for 1 year | 24.15 | 19.26 | 125% |
| Returns for 3 years | 33.50 | 42.66 | 79% |
| Returns for 5 years | 61.27 | 31.22 | 196% |
| Returns for 10 years | 140.20 | 118.77 | 118% |
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