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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$10.21
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets699.64M
American Funds Capital World Gr&Inc F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
AMTZX vs CWGFX Comparison Chart in %
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AMTZX vs. CWGFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. AMTZX (700M). AMTZX pays higher dividends than CWGFX: AMTZX (2.32) vs CWGFX (1.39). AMTZX was incepted earlier than CWGFX: AMTZX (12 years) vs CWGFX (25 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 : 10.89 vs. CWGFX (10.32). AMTZX return over 5 years is better than : 77.51 vs. CWGFX (54.24).
| 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 | 25 years | - |
| Gain YTD | 15.873 | 18.303 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 141B | 0% |
| Annual Yield % from dividends | 2.32 | 1.39 | 167% |
| Returns for 1 year | 10.89 | 10.32 | 106% |
| Returns for 3 years | 37.69 | 68.58 | 55% |
| Returns for 5 years | 77.51 | 54.24 | 143% |
| Returns for 10 years | 93.18 | 89.07 | 105% |
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