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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$9.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets648.42M
American Funds Capital World Gr&Inc F1
Price$63.34
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
AMTZX vs CWGFX Comparison Chart
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AMTZX vs. CWGFX commentary
Mar 12, 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. AMTZX (648M). AMTZX pays higher dividends than CWGFX: AMTZX (2.53) vs CWGFX (1.54). AMTZX was incepted earlier than CWGFX: AMTZX (11 years) vs CWGFX (24 years). AMTZX (0.92) is less costly to investors than CWGFX (0.80). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTZX: CWGFX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 6.31 vs. CWGFX (1.51). AMTZX return over 5 years is better than : 87.36 vs. CWGFX (68.55).
| AMTZX | CWGFX | AMTZX / CWGFX | |
| Total Expense Ratio | 0.88 | 0.80 | 110% |
| Annual Report Gross Expense Ratio | 0.92 | 0.80 | 115% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.268 | 0.228 | 996% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 123B | 1% |
| Annual Yield % from dividends | 2.53 | 1.54 | 165% |
| Returns for 1 year | 6.31 | 1.51 | 418% |
| Returns for 3 years | 3.25 | 19.44 | 17% |
| Returns for 5 years | 87.36 | 68.55 | 127% |
| Returns for 10 years | 45.79 | 44.05 | 104% |
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