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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
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 F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
AMTZX vs CWGFX Comparison Chart in %
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AMTZX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AMTZX (677M). AMTZX pays higher dividends than CWGFX: AMTZX (2.41) vs CWGFX (1.42). 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). CWGFX (13.72) and AMTZX (13.65) have marching annual gain over last year. AMTZX return over 5 years is better than : 69.89 vs. CWGFX (50.98).
| 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 | 11.338 | 14.969 | 76% |
| 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 | 1.42 | 169% |
| Returns for 1 year | 13.65 | 13.72 | 100% |
| Returns for 3 years | 21.42 | 50.80 | 42% |
| Returns for 5 years | 69.89 | 50.98 | 137% |
| Returns for 10 years | 65.27 | 62.85 | 104% |