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AMTZX vs FWCGX
AMTZX vs FWCGX Comparison
Open Charts AMTZX vs FWCGX
AB All Market Real Return Z
Price$9.61
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets671.12M
American Funds Capital World Gr&Inc529F3
Price$68.64
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets130.89B
AMTZX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. AMTZX (671M). AMTZX pays higher dividends than FWCGX: AMTZX (2.48) vs FWCGX (1.81). AMTZX was incepted earlier than FWCGX: AMTZX (11 years) vs FWCGX (5 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 : 10.37 vs. FWCGX (6.05).
| 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 | 5 years | - |
| Gain YTD | 8.730 | 9.091 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 131B | 1% |
| Annual Yield % from dividends | 2.48 | 1.81 | 138% |
| Returns for 1 year | 10.37 | 6.05 | 171% |
| Returns for 3 years | 17.69 | 49.48 | 36% |
| Returns for 5 years | 71.97 | N/A | - |
| Returns for 10 years | 50.73 | N/A | - |
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