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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
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 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. AMTZX (736M). AMTZX pays higher dividends than CWIFX: AMTZX (6.63) vs CWIFX (1.59). 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: 100.00 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 : 25.46 vs. CWIFX (16.37). AMTZX return over 5 years is better than : 67.40 vs. CWIFX (34.32).
| 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 | 6.921 | 4.948 | 140% |
| 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 | 1.59 | 417% |
| Returns for 1 year | 25.46 | 16.37 | 155% |
| Returns for 3 years | 37.63 | 43.74 | 86% |
| Returns for 5 years | 67.40 | 34.32 | 196% |
| Returns for 10 years | 137.50 | 128.46 | 107% |
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