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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$8.95
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets635.77M
American Funds Capital World Gr&Inc C
Price$60.21
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
AMTZX vs CWGCX Comparison Chart
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AMTZX vs. CWGCX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. AMTZX (636M). AMTZX pays higher dividends than CWGCX: AMTZX (2.51) vs CWGCX (0.93). 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 : 4.78 vs. CWGCX (-1.68). AMTZX return over 5 years is better than : 72.05 vs. CWGCX (40.10).
| 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 | 0.680 | -3.913 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 117B | 1% |
| Annual Yield % from dividends | 2.51 | 0.93 | 271% |
| Returns for 1 year | 4.78 | -1.68 | -285% |
| Returns for 3 years | -4.05 | 9.07 | -45% |
| Returns for 5 years | 72.05 | 40.10 | 180% |
| Returns for 10 years | 34.68 | 29.50 | 118% |
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