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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$9.15
Change+$0.08 (+0.88%)
VolumeN/A
Net Assets672.97M
American Funds Capital World Gr&Inc F1
Price$66.15
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
AMTZX vs CWGFX Comparison Chart
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AMTZX vs. CWGFX commentary
Jan 31, 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 StrongBuy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. AMTZX (673M). AMTZX pays higher dividends than CWGFX: AMTZX (3.92) vs CWGFX (1.64). AMTZX was incepted earlier than CWGFX: AMTZX (11 years) vs CWGFX (24 years). AMTZX is a more actively managed with annual turnover of: 69.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTZX: CWGFX (250) vs AMTZX (2000000). CWGFX annual gain was more profitable for investors over the last year : 11.49 vs. AMTZX (10.32). AMTZX return over 5 years is better than : 43.43 vs. CWGFX (35.83).
| AMTZX | CWGFX | AMTZX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.834 | 4.370 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 128B | 1% |
| Annual Yield % from dividends | 3.92 | 1.64 | 240% |
| Returns for 1 year | 10.32 | 11.49 | 90% |
| Returns for 3 years | 7.88 | 13.20 | 60% |
| Returns for 5 years | 43.43 | 35.83 | 121% |
| Returns for 10 years | 39.49 | 49.85 | 79% |
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