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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
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 C
Price$73.46
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
AMTZX vs CWGCX Comparison Chart in %
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AMTZX vs. CWGCX 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 CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. AMTZX (700M). AMTZX pays higher dividends than CWGCX: AMTZX (2.32) vs CWGCX (0.82). AMTZX was incepted earlier than CWGCX: AMTZX (12 years) vs CWGCX (25 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 : 10.89 vs. CWGCX (9.51). AMTZX return over 5 years is better than : 77.51 vs. CWGCX (50.15).
| AMTZX | CWGCX | AMTZX / CWGCX | |
| Total Expense Ratio | 0.88 | 1.49 | 59% |
| Annual Report Gross Expense Ratio | 0.92 | 1.49 | 62% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 15.873 | 17.727 | 90% |
| 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 | 0.82 | 284% |
| Returns for 1 year | 10.89 | 9.51 | 115% |
| Returns for 3 years | 37.69 | 65.29 | 58% |
| Returns for 5 years | 77.51 | 50.15 | 155% |
| Returns for 10 years | 93.18 | 83.97 | 111% |
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