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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$8.95
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets635.77M
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
AMTZX vs CWGFX Comparison Chart
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AMTZX vs. CWGFX commentary
Apr 19, 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: 117B vs. AMTZX (636M). AMTZX pays higher dividends than CWGFX: AMTZX (2.51) vs CWGFX (1.59). 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 : 4.78 vs. CWGFX (-0.97). AMTZX return over 5 years is better than : 72.05 vs. CWGFX (43.42).
| 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 | 0.680 | -3.744 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 117B | 1% |
| Annual Yield % from dividends | 2.51 | 1.59 | 158% |
| Returns for 1 year | 4.78 | -0.97 | -494% |
| Returns for 3 years | -4.05 | 10.84 | -37% |
| Returns for 5 years | 72.05 | 43.42 | 166% |
| Returns for 10 years | 34.68 | 32.63 | 106% |
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