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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AMTZX vs CWGFX Comparison Chart in %
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AMTZX vs. CWGFX commentary
Jul 05, 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: 136B vs. AMTZX (674M). 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). AMTZX annual gain was more profitable for investors over the last year : 11.10 vs. CWGFX (9.29). AMTZX return over 5 years is better than : 71.70 vs. CWGFX (52.71).
| 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 | 10.317 | 13.538 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 136B | 0% |
| Annual Yield % from dividends | 2.41 | 1.42 | 169% |
| Returns for 1 year | 11.10 | 9.29 | 120% |
| Returns for 3 years | 21.47 | 50.04 | 43% |
| Returns for 5 years | 71.70 | 52.71 | 136% |
| Returns for 10 years | 57.44 | 62.66 | 92% |
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