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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
AB All Market Real Return Z
Price$9.33
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets651.86M
American Funds Capital World Gr&Inc 529F
Price$66.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.36B
AMTZX vs CWIFX Comparison Chart
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AMTZX vs. CWIFX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 128B vs. AMTZX (652M). AMTZX pays higher dividends than CWIFX: AMTZX (2.55) vs CWIFX (1.78). 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). AMTZX annual gain was more profitable for investors over the last year : 6.20 vs. CWIFX (4.20). AMTZX return over 5 years is better than : 78.23 vs. CWIFX (60.41).
| AMTZX | CWIFX | AMTZX / CWIFX | |
| Total Expense Ratio | 0.88 | 0.86 | 102% |
| Annual Report Gross Expense Ratio | 0.92 | 0.86 | 107% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 5.215 | 5.956 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 128B | 1% |
| Annual Yield % from dividends | 2.55 | 1.78 | 144% |
| Returns for 1 year | 6.20 | 4.20 | 148% |
| Returns for 3 years | 5.81 | 33.38 | 17% |
| Returns for 5 years | 78.23 | 60.41 | 130% |
| Returns for 10 years | 42.87 | 70.14 | 61% |
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