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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
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 529E
Price$66.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.36B
AMTZX vs CWIEX Comparison Chart
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AMTZX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 128B vs. AMTZX (652M). AMTZX pays higher dividends than CWIEX: AMTZX (2.55) vs CWIEX (1.38). AMTZX was incepted earlier than CWIEX: AMTZX (11 years) vs CWIEX (23 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 : 6.20 vs. CWIEX (3.80). AMTZX return over 5 years is better than : 78.23 vs. CWIEX (57.25).
| AMTZX | CWIEX | AMTZX / CWIEX | |
| Total Expense Ratio | 0.88 | 1.00 | 88% |
| Annual Report Gross Expense Ratio | 0.92 | 1.00 | 92% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 5.215 | 5.801 | 90% |
| Front Load | N/A | N/A | - |
| 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 | 1.38 | 184% |
| Returns for 1 year | 6.20 | 3.80 | 163% |
| Returns for 3 years | 5.81 | 31.87 | 18% |
| Returns for 5 years | 78.23 | 57.25 | 137% |
| Returns for 10 years | 42.87 | 63.13 | 68% |
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