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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
AB All Market Real Return Z
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX commentary
Jul 07, 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. AMTZX (674M). AMTZX pays higher dividends than CWIFX: AMTZX (2.41) vs CWIFX (1.60). AMTZX was incepted earlier than CWIFX: AMTZX (11 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 : 11.10 vs. CWIFX (9.49). AMTZX return over 5 years is better than : 71.70 vs. CWIFX (58.16).
| AMTZX | CWIFX | AMTZX / CWIFX | |
| Total Expense Ratio | 0.88 | 0.86 | 102% |
| Annual Report Gross Expense Ratio | 0.92 | 0.86 | 107% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 10.317 | 13.657 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 136B | 0% |
| Annual Yield % from dividends | 2.41 | 1.60 | 150% |
| Returns for 1 year | 11.10 | 9.49 | 117% |
| Returns for 3 years | 21.47 | 52.32 | 41% |
| Returns for 5 years | 71.70 | 58.16 | 123% |
| Returns for 10 years | 57.44 | 87.92 | 65% |
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