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AMTZX vs CWIAX
AMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAX
AB All Market Real Return Z
Price$9.99
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets687.15M
American Funds Capital World Gr&Inc 529A
Price$72.58
Change+$0.53 (+0.74%)
VolumeN/A
Net Assets136.94B
AMTZX vs CWIAX Comparison Chart in %
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AMTZX vs. CWIAX commentary
Sep 06, 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 (687M). AMTZX pays higher dividends than CWIAX: AMTZX (2.32) vs CWIAX (1.43). AMTZX was incepted earlier than CWIAX: AMTZX (12 years) vs CWIAX (24 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). AMTZX annual gain was more profitable for investors over the last year : 13.06 vs. CWIAX (12.17). AMTZX return over 5 years is better than : 66.11 vs. CWIAX (50.23).
| AMTZX | CWIAX | AMTZX / CWIAX | |
| Total Expense Ratio | 0.88 | 0.78 | 113% |
| Annual Report Gross Expense Ratio | 0.92 | 0.78 | 118% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 13.265 | 15.660 | 85% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 137B | 1% |
| Annual Yield % from dividends | 2.32 | 1.43 | 162% |
| Returns for 1 year | 13.06 | 12.17 | 107% |
| Returns for 3 years | 23.78 | 54.27 | 44% |
| Returns for 5 years | 66.11 | 50.23 | 132% |
| Returns for 10 years | 81.85 | 102.33 | 80% |
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