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AMTZX vs CWIAX
AMTZX vs CWIAX Comparison
Open Charts AMTZX vs CWIAX
AB All Market Real Return Z
Price$9.33
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets651.86M
American Funds Capital World Gr&Inc 529A
Price$66.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.36B
AMTZX vs CWIAX Comparison Chart
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AMTZX vs. CWIAX commentary
May 24, 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. AMTZX (652M). AMTZX pays higher dividends than CWIAX: AMTZX (2.55) vs CWIAX (1.61). 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). AMTZX annual gain was more profitable for investors over the last year : 6.20 vs. CWIAX (4.04). AMTZX return over 5 years is better than : 78.23 vs. CWIAX (59.09).
| 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 | 5.215 | 5.899 | 88% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 128B | 1% |
| Annual Yield % from dividends | 2.55 | 1.61 | 158% |
| Returns for 1 year | 6.20 | 4.04 | 153% |
| Returns for 3 years | 5.81 | 32.80 | 18% |
| Returns for 5 years | 78.23 | 59.09 | 132% |
| Returns for 10 years | 42.87 | 66.85 | 64% |
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