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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
AB All Market Real Return Z
Price$10.21
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets699.64M
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
AMTZX vs CWIFX Comparison Chart in %
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AMTZX vs. CWIFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. AMTZX (700M). 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). AMTZX (10.89) and CWIFX (10.51) have marching annual gain over last year. AMTZX return over 5 years is better than : 77.51 vs. CWIFX (59.11).
| 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 | 15.873 | 18.477 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 141B | 0% |
| Annual Yield % from dividends | 2.32 | 1.57 | 148% |
| Returns for 1 year | 10.89 | 10.51 | 104% |
| Returns for 3 years | 37.69 | 70.53 | 53% |
| Returns for 5 years | 77.51 | 59.11 | 131% |
| Returns for 10 years | 93.18 | 117.61 | 79% |
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