Interact to see
Advertisement
Advertisement
AMTZX vs FWGIX
AMTZX vs FWGIX Comparison
Open Charts AMTZX vs FWGIX
AB All Market Real Return Z
Price$9.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets669.13M
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
AMTZX vs FWGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AMTZX vs. FWGIX commentary
Jun 14, 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 Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 132B vs. AMTZX (669M). AMTZX pays higher dividends than FWGIX: AMTZX (2.48) vs FWGIX (1.85). 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 : 10.26 vs. FWGIX (6.71). AMTZX return over 5 years is better than : 72.78 vs. FWGIX (53.53).
| 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 | 8.503 | 9.196 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 132B | 1% |
| Annual Yield % from dividends | 2.48 | 1.85 | 134% |
| Returns for 1 year | 10.26 | 6.71 | 153% |
| Returns for 3 years | 14.65 | 45.29 | 32% |
| Returns for 5 years | 72.78 | 53.53 | 136% |
| Returns for 10 years | 50.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement