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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
AB All Market Real Return Z
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. AMTZX (674M). AMTZX pays higher dividends than CWIEX: AMTZX (2.41) vs CWIEX (1.25). 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 : 11.10 vs. CWIEX (9.06). AMTZX return over 5 years is better than : 71.70 vs. CWIEX (55.06).
| 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 | 10.317 | 13.431 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 136B | 0% |
| Annual Yield % from dividends | 2.41 | 1.25 | 193% |
| Returns for 1 year | 11.10 | 9.06 | 123% |
| Returns for 3 years | 21.47 | 50.57 | 42% |
| Returns for 5 years | 71.70 | 55.06 | 130% |
| Returns for 10 years | 57.44 | 80.16 | 72% |
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