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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
AB All Market Real Return Z
Price$10.54
Change-$0.11 (-1.03%)
VolumeN/A
Net Assets724.39M
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX commentary
Nov 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: 144B vs. AMTZX (724M). AMTZX pays higher dividends than CWIFX: AMTZX (2.22) vs CWIFX (1.49). 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 : 16.84 vs. CWIFX (13.64). AMTZX return over 5 years is better than : 69.92 vs. CWIFX (49.49).
| 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 | 19.501 | 21.356 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 144B | 1% |
| Annual Yield % from dividends | 2.22 | 1.49 | 149% |
| Returns for 1 year | 16.84 | 13.64 | 123% |
| Returns for 3 years | 29.63 | 55.78 | 53% |
| Returns for 5 years | 69.92 | 49.49 | 141% |
| Returns for 10 years | 92.85 | 107.52 | 86% |
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