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AMTZX vs FWGIX
AMTZX vs FWGIX Comparison
Open Charts AMTZX vs FWGIX
AB All Market Real Return Z
Price$8.95
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets635.77M
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
AMTZX vs FWGIX Comparison Chart
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AMTZX vs. FWGIX commentary
Apr 19, 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: 117B vs. AMTZX (636M). AMTZX pays higher dividends than FWGIX: AMTZX (2.51) vs FWGIX (1.98). 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 : 4.78 vs. FWGIX (-0.56). AMTZX return over 5 years is better than : 72.05 vs. FWGIX (45.33).
| 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 | 0.680 | -3.626 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 117B | 1% |
| Annual Yield % from dividends | 2.51 | 1.98 | 127% |
| Returns for 1 year | 4.78 | -0.56 | -852% |
| Returns for 3 years | -4.05 | 11.85 | -34% |
| Returns for 5 years | 72.05 | 45.33 | 159% |
| Returns for 10 years | 34.68 | N/A | - |
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