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AMTZX vs FWGIX
AMTZX vs FWGIX Comparison
Open Charts AMTZX vs FWGIX
AB All Market Real Return Z
Price$9.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets648.42M
American Funds Capital World Gr&Inc F3
Price$63.46
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
AMTZX vs FWGIX Comparison Chart
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AMTZX vs. FWGIX commentary
Mar 12, 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 Hold and FWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 123B vs. AMTZX (648M). AMTZX pays higher dividends than FWGIX: AMTZX (2.53) vs FWGIX (1.90). AMTZX was incepted earlier than FWGIX: AMTZX (11 years) vs FWGIX (8 years). AMTZX (0.92) is less costly to investors than FWGIX (0.41). AMTZX is a more actively managed with annual turnover of: 90.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AMTZX: FWGIX (1000000) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 6.31 vs. FWGIX (1.92). AMTZX return over 5 years is better than : 87.36 vs. FWGIX (70.56).
| AMTZX | FWGIX | AMTZX / FWGIX | |
| Total Expense Ratio | 0.88 | 0.41 | 215% |
| Annual Report Gross Expense Ratio | 0.92 | 0.41 | 224% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 2.268 | 0.310 | 732% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 123B | 1% |
| Annual Yield % from dividends | 2.53 | 1.90 | 133% |
| Returns for 1 year | 6.31 | 1.92 | 329% |
| Returns for 3 years | 3.25 | 20.40 | 16% |
| Returns for 5 years | 87.36 | 70.56 | 124% |
| Returns for 10 years | 45.79 | N/A | - |
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