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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$9.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets648.42M
American Funds Capital World Gr&Inc C
Price$62.74
Change-$0.18 (-0.29%)
VolumeN/A
Net Assets122.79B
AMTZX vs CWGCX Comparison Chart
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AMTZX vs. CWGCX commentary
Mar 12, 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 CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. AMTZX (648M). AMTZX pays higher dividends than CWGCX: AMTZX (2.53) vs CWGCX (0.90). 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 : 6.31 vs. CWGCX (0.79). AMTZX return over 5 years is better than : 87.36 vs. CWGCX (65.07).
| 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 | 2.268 | 0.125 | 1,813% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 123B | 1% |
| Annual Yield % from dividends | 2.53 | 0.90 | 280% |
| Returns for 1 year | 6.31 | 0.79 | 801% |
| Returns for 3 years | 3.25 | 17.76 | 18% |
| Returns for 5 years | 87.36 | 65.07 | 134% |
| Returns for 10 years | 45.79 | 40.66 | 113% |
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