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AMTZX vs CWIEX
AMTZX vs CWIEX Comparison
Open Charts AMTZX vs CWIEX
AB All Market Real Return Z
Price$10.43
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets712.96M
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
AMTZX vs CWIEX Comparison Chart in %
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AMTZX vs. CWIEX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. AMTZX (713M). AMTZX pays higher dividends than CWIEX: AMTZX (2.24) vs CWIEX (1.17). 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 : 13.87 vs. CWIEX (10.62). AMTZX return over 5 years is better than : 75.74 vs. CWIEX (52.36).
| 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 | 18.481 | 19.869 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 141B | 1% |
| Annual Yield % from dividends | 2.24 | 1.17 | 191% |
| Returns for 1 year | 13.87 | 10.62 | 131% |
| Returns for 3 years | 37.74 | 66.92 | 56% |
| Returns for 5 years | 75.74 | 52.36 | 145% |
| Returns for 10 years | 81.87 | 95.49 | 86% |