Interact to see
Advertisement
Advertisement
AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$9.61
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets669.77M
American Funds Capital World Gr&Inc C
Price$67.82
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.8B
AMTZX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTZX vs. CWGCX commentary
Jun 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 Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. AMTZX (670M). AMTZX pays higher dividends than CWGCX: AMTZX (2.48) vs CWGCX (0.87). AMTZX was incepted earlier than CWGCX: AMTZX (11 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AMTZX (0.92). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AMTZX: CWGCX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 10.37 vs. CWGCX (4.92). AMTZX return over 5 years is better than : 71.97 vs. CWGCX (45.73).
| AMTZX | CWGCX | AMTZX / CWGCX | |
| Total Expense Ratio | 0.88 | 1.49 | 59% |
| Annual Report Gross Expense Ratio | 0.92 | 1.49 | 62% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 8.730 | 8.602 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 131B | 1% |
| Annual Yield % from dividends | 2.48 | 0.87 | 286% |
| Returns for 1 year | 10.37 | 4.92 | 210% |
| Returns for 3 years | 17.69 | 43.91 | 40% |
| Returns for 5 years | 71.97 | 45.73 | 157% |
| Returns for 10 years | 50.73 | 48.13 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers