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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$9.99
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets687.15M
American Funds Capital World Gr&Inc F1
Price$72.70
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.94B
AMTZX vs CWGFX Comparison Chart in %
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AMTZX vs. CWGFX commentary
Sep 06, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AMTZX (687M). AMTZX pays higher dividends than CWGFX: AMTZX (2.32) vs CWGFX (1.39). AMTZX was incepted earlier than CWGFX: AMTZX (12 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 : 13.06 vs. CWGFX (12.12). AMTZX return over 5 years is better than : 66.11 vs. CWGFX (46.23).
| AMTZX | CWGFX | AMTZX / CWGFX | |
| Total Expense Ratio | 0.88 | 0.80 | 110% |
| Annual Report Gross Expense Ratio | 0.92 | 0.80 | 115% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 13.265 | 15.605 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 137B | 1% |
| Annual Yield % from dividends | 2.32 | 1.39 | 167% |
| Returns for 1 year | 13.06 | 12.12 | 108% |
| Returns for 3 years | 23.78 | 52.65 | 45% |
| Returns for 5 years | 66.11 | 46.23 | 143% |
| Returns for 10 years | 81.85 | 78.51 | 104% |
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