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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
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 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AMTZX (687M). AMTZX pays higher dividends than CWIEX: AMTZX (2.32) vs CWIEX (1.22). AMTZX was incepted earlier than CWIEX: AMTZX (12 years) vs CWIEX (24 years). CWIEX (1.00) is less costly to investors than AMTZX (0.92). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AMTZX: CWIEX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 13.06 vs. CWIEX (12.35). AMTZX return over 5 years is better than : 66.11 vs. CWIEX (48.46).
| AMTZX | CWIEX | AMTZX / CWIEX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 13.265 | 15.455 | 86% |
| Front Load | N/A | N/A | - |
| 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 | 1.22 | 190% |
| Returns for 1 year | 13.06 | 12.35 | 106% |
| Returns for 3 years | 23.78 | 53.72 | 44% |
| Returns for 5 years | 66.11 | 48.46 | 136% |
| Returns for 10 years | 81.85 | 93.37 | 88% |
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