Ad is loading...
AMTZX vs FWCGX
AMTZX vs FWCGX Comparison
Open Charts AMTZX vs FWCGX
AB All Market Real Return Z
Price$8.95
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets635.77M
American Funds Capital World Gr&Inc529F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
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: 117B vs. AMTZX (636M). AMTZX pays higher dividends than FWCGX: AMTZX (2.51) vs FWCGX (1.93). 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 : 4.78 vs. FWCGX (-0.62).
| 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 | 0.680 | -3.652 | -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 | 1.93 | 130% |
| Returns for 1 year | 4.78 | -0.62 | -767% |
| Returns for 3 years | -4.05 | 13.82 | -29% |
| Returns for 5 years | 72.05 | N/A | - |
| Returns for 10 years | 34.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers