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AMTZX vs CWIAX
AMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAX
AB All Market Real Return Z
Price$9.80
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets677.49M
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
AMTZX vs CWIAX Comparison Chart in %
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AMTZX vs. CWIAX commentary
Jul 27, 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 CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. AMTZX (677M). AMTZX pays higher dividends than CWIAX: AMTZX (2.41) vs CWIAX (1.46). AMTZX was incepted earlier than CWIAX: AMTZX (11 years) vs CWIAX (23 years). AMTZX (0.92) is less costly to investors than CWIAX (0.78). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than AMTZX: CWIAX (250) vs AMTZX (2000000). CWIAX (13.76) and AMTZX (13.65) have marching annual gain over last year. AMTZX return over 5 years is better than : 69.89 vs. CWIAX (55.06).
| AMTZX | CWIAX | AMTZX / CWIAX | |
| Total Expense Ratio | 0.88 | 0.78 | 113% |
| Annual Report Gross Expense Ratio | 0.92 | 0.78 | 118% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 11.338 | 15.007 | 76% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 137B | 0% |
| Annual Yield % from dividends | 2.41 | 1.46 | 165% |
| Returns for 1 year | 13.65 | 13.76 | 99% |
| Returns for 3 years | 21.42 | 52.42 | 41% |
| Returns for 5 years | 69.89 | 55.06 | 127% |
| Returns for 10 years | 65.27 | 84.54 | 77% |