AMTZX
Price
$9.80
Change
-$0.02 (-0.20%)
Updated
Jul 25 closing price
Net Assets
677.49M
CWIFX
Price
$72.19
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.3B
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AMTZX vs CWIFX

Header iconAMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFXBanner chart's image
AB All Market Real Return Z
Price$9.80
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets677.49M
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. AMTZX (677M). AMTZX pays higher dividends than CWIFX: AMTZX (2.41) vs CWIFX (1.60). AMTZX was incepted earlier than CWIFX: AMTZX (11 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 (13.93) and AMTZX (13.65) have marching annual gain over last year. AMTZX return over 5 years is better than : 69.89 vs. CWIFX (56.36).
AMTZXCWIFXAMTZX / CWIFX
Total Expense Ratio0.880.86102%
Annual Report Gross Expense Ratio0.920.86107%
Fund Existence11 years23 years-
Gain YTD11.33815.10875%
Front LoadN/AN/A-
Min. Initial Investment2000000250800,000%
Min. Initial Investment IRAN/AN/A-
Net Assets677M137B0%
Annual Yield % from dividends2.411.60150%
Returns for 1 year13.6513.9398%
Returns for 3 years21.4253.1340%
Returns for 5 years69.8956.36124%
Returns for 10 years65.2788.1774%
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