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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$9.15
Change+$0.08 (+0.88%)
VolumeN/A
Net Assets672.97M
American Funds Capital World Gr&Inc C
Price$65.45
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
AMTZX vs CWGCX Comparison Chart
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AMTZX vs. CWGCX commentary
Jan 31, 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 StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. AMTZX (673M). AMTZX pays higher dividends than CWGCX: AMTZX (3.92) vs CWGCX (1.04). AMTZX was incepted earlier than CWGCX: AMTZX (11 years) vs CWGCX (24 years). AMTZX is a more actively managed with annual turnover of: 69.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AMTZX: CWGCX (250) vs AMTZX (2000000). CWGCX (10.67) and AMTZX (10.32) have marching annual gain over last year. AMTZX return over 5 years is better than : 43.43 vs. CWGCX (33.00).
| AMTZX | CWGCX | AMTZX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.834 | 4.319 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 128B | 1% |
| Annual Yield % from dividends | 3.92 | 1.04 | 376% |
| Returns for 1 year | 10.32 | 10.67 | 97% |
| Returns for 3 years | 7.88 | 11.58 | 68% |
| Returns for 5 years | 43.43 | 33.00 | 132% |
| Returns for 10 years | 39.49 | 46.55 | 85% |
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