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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$9.33
Change+$0.05 (+0.54%)
VolumeN/A
Net Assets651.86M
American Funds Capital World Gr&Inc C
Price$66.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.36B
AMTZX vs CWGCX Comparison Chart
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AMTZX vs. CWGCX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. AMTZX (652M). AMTZX pays higher dividends than CWGCX: AMTZX (2.55) vs CWGCX (0.92). 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 : 6.20 vs. CWGCX (3.27). AMTZX return over 5 years is better than : 78.23 vs. CWGCX (50.69).
| 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 | 5.215 | 5.615 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 128B | 1% |
| Annual Yield % from dividends | 2.55 | 0.92 | 277% |
| Returns for 1 year | 6.20 | 3.27 | 189% |
| Returns for 3 years | 5.81 | 28.46 | 20% |
| Returns for 5 years | 78.23 | 50.69 | 154% |
| Returns for 10 years | 42.87 | 42.58 | 101% |
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