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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$9.80
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets677.49M
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
AMTZX vs CWGCX Comparison Chart in %
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AMTZX vs. CWGCX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AMTZX (677M). AMTZX pays higher dividends than CWGCX: AMTZX (2.41) vs CWGCX (0.83). 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 : 13.65 vs. CWGCX (12.91). AMTZX return over 5 years is better than : 69.89 vs. CWGCX (47.25).
| 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 | 11.338 | 14.559 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 137B | 0% |
| Annual Yield % from dividends | 2.41 | 0.83 | 289% |
| Returns for 1 year | 13.65 | 12.91 | 106% |
| Returns for 3 years | 21.42 | 48.13 | 44% |
| Returns for 5 years | 69.89 | 47.25 | 148% |
| Returns for 10 years | 65.27 | 58.80 | 111% |