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AMTZX vs FWGIX
AMTZX vs FWGIX Comparison
Open Charts AMTZX vs FWGIX
AB All Market Real Return Z
Price$9.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AMTZX vs FWGIX Comparison Chart
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AMTZX vs. FWGIX commentary
Nov 05, 2024
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 StrongBuy and FWGIX is a Sell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. AMTZX (695M). AMTZX pays higher dividends than FWGIX: AMTZX (3.92) vs FWGIX (1.99). AMTZX was incepted earlier than FWGIX: AMTZX (11 years) vs FWGIX (8 years). AMTZX is a more actively managed with annual turnover of: 69.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AMTZX: FWGIX (1000000) vs AMTZX (2000000). FWGIX annual gain was more profitable for investors over the last year : 23.41 vs. AMTZX (13.72). FWGIX (41.89) and AMTZX (41.14) have equivalent 5 years return.
| AMTZX | FWGIX | AMTZX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 7.782 | 14.006 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 126B | 1% |
| Annual Yield % from dividends | 3.92 | 1.99 | 197% |
| Returns for 1 year | 13.72 | 23.41 | 59% |
| Returns for 3 years | 7.47 | 5.00 | 149% |
| Returns for 5 years | 41.14 | 41.89 | 98% |
| Returns for 10 years | 26.99 | N/A | - |