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AMTZX vs FCWGX
AMTZX vs FCWGX Comparison
Open Charts AMTZX vs FCWGX
AB All Market Real Return Z
Price$8.95
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets635.77M
American Funds Capital World Gr&Inc529F2
Price$60.99
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
AMTZX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 117B vs. AMTZX (636M). AMTZX pays higher dividends than FCWGX: AMTZX (2.51) vs FCWGX (1.87). AMTZX was incepted earlier than FCWGX: AMTZX (11 years) vs FCWGX (4 years). AMTZX (0.92) is less costly to investors than FCWGX (0.52). AMTZX is a more actively managed with annual turnover of: 90.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than AMTZX: FCWGX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 4.78 vs. FCWGX (-0.66).
| AMTZX | FCWGX | AMTZX / FCWGX | |
| Total Expense Ratio | 0.88 | 0.52 | 169% |
| Annual Report Gross Expense Ratio | 0.92 | 0.52 | 177% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | 0.680 | -3.664 | -19% |
| 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 | 1.87 | 134% |
| Returns for 1 year | 4.78 | -0.66 | -720% |
| Returns for 3 years | -4.05 | 13.70 | -30% |
| Returns for 5 years | 72.05 | N/A | - |
| Returns for 10 years | 34.68 | N/A | - |