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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
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 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX 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 CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. AMTZX (713M). AMTZX pays higher dividends than CWIFX: AMTZX (2.24) vs CWIFX (1.53). AMTZX was incepted earlier than CWIFX: AMTZX (12 years) vs CWIFX (23 years). AMTZX (0.92) is less costly to investors than CWIFX (0.86). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AMTZX: CWIFX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 13.87 vs. CWIFX (11.07). AMTZX return over 5 years is better than : 75.74 vs. CWIFX (55.41).
| AMTZX | CWIFX | AMTZX / CWIFX | |
| Total Expense Ratio | 0.88 | 0.86 | 102% |
| Annual Report Gross Expense Ratio | 0.92 | 0.86 | 107% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 18.481 | 20.252 | 91% |
| 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 | 1.53 | 147% |
| Returns for 1 year | 13.87 | 11.07 | 125% |
| Returns for 3 years | 37.74 | 68.90 | 55% |
| Returns for 5 years | 75.74 | 55.41 | 137% |
| Returns for 10 years | 81.87 | 103.90 | 79% |