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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
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 529F
Price$77.02
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AMTZX (698M). AMTZX pays higher dividends than CWIFX: AMTZX (2.18) vs CWIFX (1.48). AMTZX was incepted earlier than CWIFX: AMTZX (12 years) vs CWIFX (23 years). AMTZX (0.92) is less costly to investors than CWIFX (0.86). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AMTZX: CWIFX (250) vs AMTZX (2000000). CWIFX annual gain was more profitable for investors over the last year : 14.31 vs. AMTZX (8.08). AMTZX return over 5 years is better than : 53.42 vs. CWIFX (48.26).
| AMTZX | CWIFX | AMTZX / CWIFX | |
| Total Expense Ratio | 0.88 | 0.86 | 102% |
| Annual Report Gross Expense Ratio | 0.92 | 0.86 | 107% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.245 | 24.874 | 49% |
| 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 | 1.48 | 147% |
| Returns for 1 year | 8.08 | 14.31 | 56% |
| Returns for 3 years | 22.53 | 56.38 | 40% |
| Returns for 5 years | 53.42 | 48.26 | 111% |
| Returns for 10 years | 95.38 | 120.12 | 79% |
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