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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$10.54
Change-$0.11 (-1.03%)
VolumeN/A
Net Assets724.39M
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
AMTZX vs CWGCX Comparison Chart in %
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AMTZX vs. CWGCX commentary
Nov 15, 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 CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. AMTZX (724M). AMTZX pays higher dividends than CWGCX: AMTZX (2.22) vs CWGCX (0.75). AMTZX was incepted earlier than CWGCX: AMTZX (12 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AMTZX (0.92). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AMTZX: CWGCX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 16.84 vs. CWGCX (12.61). AMTZX return over 5 years is better than : 69.92 vs. CWGCX (41.08).
| AMTZX | CWGCX | AMTZX / CWGCX | |
| Total Expense Ratio | 0.88 | 1.49 | 59% |
| Annual Report Gross Expense Ratio | 0.92 | 1.49 | 62% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 19.501 | 20.452 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 144B | 1% |
| Annual Yield % from dividends | 2.22 | 0.75 | 295% |
| Returns for 1 year | 16.84 | 12.61 | 134% |
| Returns for 3 years | 29.63 | 51.03 | 58% |
| Returns for 5 years | 69.92 | 41.08 | 170% |
| Returns for 10 years | 92.85 | 75.46 | 123% |
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