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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
AB All Market Real Return Z
Price$10.41
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets708.51M
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX commentary
Nov 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: 140B vs. AMTZX (709M). AMTZX pays higher dividends than CWIFX: AMTZX (2.22) vs CWIFX (1.49). 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 : 15.12 vs. CWIFX (12.31). AMTZX return over 5 years is better than : 67.34 vs. CWIFX (45.77).
| 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 | 18.254 | 19.021 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 140B | 1% |
| Annual Yield % from dividends | 2.22 | 1.49 | 149% |
| Returns for 1 year | 15.12 | 12.31 | 123% |
| Returns for 3 years | 28.96 | 52.19 | 55% |
| Returns for 5 years | 67.34 | 45.77 | 147% |
| Returns for 10 years | 89.86 | 99.87 | 90% |
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