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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
AB All Market Real Return Z
Price$10.05
Change+$0.06 (+0.60%)
VolumeN/A
Net Assets688.39M
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX commentary
Sep 09, 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 Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. AMTZX (688M). AMTZX pays higher dividends than CWIEX: AMTZX (2.32) vs CWIEX (1.22). 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 (15.40) and CWIEX (15.31) have marching annual gain over last year. AMTZX return over 5 years is better than : 67.32 vs. CWIEX (50.55).
| 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 | 13.946 | 16.523 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 138B | 0% |
| Annual Yield % from dividends | 2.32 | 1.22 | 190% |
| Returns for 1 year | 15.40 | 15.31 | 101% |
| Returns for 3 years | 21.53 | 49.81 | 43% |
| Returns for 5 years | 67.32 | 50.55 | 133% |
| Returns for 10 years | 83.18 | 95.02 | 88% |
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