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AMTZX vs CWIFX
AMTZX vs CWIFX Comparison
Open Charts AMTZX vs CWIFX
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.
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).
| 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 | 11.338 | 15.108 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 137B | 0% |
| Annual Yield % from dividends | 2.41 | 1.60 | 150% |
| Returns for 1 year | 13.65 | 13.93 | 98% |
| Returns for 3 years | 21.42 | 53.13 | 40% |
| Returns for 5 years | 69.89 | 56.36 | 124% |
| Returns for 10 years | 65.27 | 88.17 | 74% |