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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$9.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets669.13M
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
AMTZX vs CWGFX Comparison Chart
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AMTZX vs. CWGFX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 132B vs. AMTZX (669M). AMTZX pays higher dividends than CWGFX: AMTZX (2.48) vs CWGFX (1.49). 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 : 10.26 vs. CWGFX (6.27). AMTZX return over 5 years is better than : 72.78 vs. CWGFX (51.55).
| 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 | 8.503 | 8.990 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 132B | 1% |
| Annual Yield % from dividends | 2.48 | 1.49 | 167% |
| Returns for 1 year | 10.26 | 6.27 | 164% |
| Returns for 3 years | 14.65 | 43.82 | 33% |
| Returns for 5 years | 72.78 | 51.55 | 141% |
| Returns for 10 years | 50.09 | 51.77 | 97% |
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