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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
AB All Market Real Return Z
Price$9.99
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets687.15M
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX commentary
Sep 06, 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. AMTZX (687M). AMTZX pays higher dividends than CWIFX: AMTZX (2.32) vs CWIFX (1.57). 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). CWIFX (13.31) and AMTZX (13.06) have marching annual gain over last year. AMTZX return over 5 years is better than : 66.11 vs. CWIFX (52.14).
| 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 | 13.265 | 16.304 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 137B | 1% |
| Annual Yield % from dividends | 2.32 | 1.57 | 148% |
| Returns for 1 year | 13.06 | 13.31 | 98% |
| Returns for 3 years | 23.78 | 56.25 | 42% |
| Returns for 5 years | 66.11 | 52.14 | 127% |
| Returns for 10 years | 81.85 | 102.66 | 80% |
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