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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
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 529F
Price$73.97
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX 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 CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AMTZX (722M). AMTZX pays higher dividends than CWIFX: AMTZX (7.08) vs CWIFX (1.66). 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). AMTZX annual gain was more profitable for investors over the last year : 24.15 vs. CWIFX (19.75). AMTZX return over 5 years is better than : 61.27 vs. CWIFX (33.86).
| 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 | 3.711 | 3.978 | 93% |
| 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 | 1.66 | 426% |
| Returns for 1 year | 24.15 | 19.75 | 122% |
| Returns for 3 years | 33.50 | 44.38 | 75% |
| Returns for 5 years | 61.27 | 33.86 | 181% |
| Returns for 10 years | 140.20 | 128.18 | 109% |
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