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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
AB All Market Real Return Z
Price$10.21
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets699.64M
American Funds Capital World Gr&Inc 529E
Price$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. AMTZX (700M). 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 : 10.89 vs. CWIEX (10.08). AMTZX return over 5 years is better than : 77.51 vs. CWIEX (56.00).
| 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 | 15.873 | 18.144 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 141B | 0% |
| Annual Yield % from dividends | 2.32 | 1.22 | 190% |
| Returns for 1 year | 10.89 | 10.08 | 108% |
| Returns for 3 years | 37.69 | 68.57 | 55% |
| Returns for 5 years | 77.51 | 56.00 | 138% |
| Returns for 10 years | 93.18 | 108.70 | 86% |
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