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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
AB All Market Real Return Z
Price$10.66
Change+$0.29 (+2.80%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. AMTZX (736M). AMTZX pays higher dividends than CWIEX: AMTZX (6.63) vs CWIEX (1.24). 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: 100.00 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 : 25.46 vs. CWIEX (15.93). AMTZX return over 5 years is better than : 67.40 vs. CWIEX (31.71).
| 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 | 6.921 | 4.913 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.63 | 1.24 | 533% |
| Returns for 1 year | 25.46 | 15.93 | 160% |
| Returns for 3 years | 37.63 | 42.06 | 89% |
| Returns for 5 years | 67.40 | 31.71 | 213% |
| Returns for 10 years | 137.50 | 119.07 | 115% |
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