Ad is loading...
AMTZX vs FWCGX
AMTZX vs FWCGX Comparison
Open Charts AMTZX vs FWCGX
AB All Market Real Return Z
Price$9.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets648.42M
American Funds Capital World Gr&Inc529F3
Price$63.47
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
AMTZX vs FWCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 123B vs. AMTZX (648M). AMTZX pays higher dividends than FWCGX: AMTZX (2.53) vs FWCGX (1.86). AMTZX was incepted earlier than FWCGX: AMTZX (11 years) vs FWCGX (4 years). AMTZX (0.92) is less costly to investors than FWCGX (0.47). AMTZX is a more actively managed with annual turnover of: 90.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AMTZX: FWCGX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 6.31 vs. FWCGX (1.87).
| AMTZX | FWCGX | AMTZX / FWCGX | |
| Total Expense Ratio | 0.88 | 0.47 | 187% |
| Annual Report Gross Expense Ratio | 0.92 | 0.47 | 196% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | 2.268 | 0.298 | 760% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 123B | 1% |
| Annual Yield % from dividends | 2.53 | 1.86 | 136% |
| Returns for 1 year | 6.31 | 1.87 | 337% |
| Returns for 3 years | 3.25 | 23.08 | 14% |
| Returns for 5 years | 87.36 | N/A | - |
| Returns for 10 years | 45.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...