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AMTZX vs CWGCX
AMTZX vs CWGCX Comparison
Open Charts AMTZX vs CWGCX
AB All Market Real Return Z
Price$10.66
Change+$0.29 (+2.80%)
VolumeN/A
Net Assets735.87M
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWGCX Comparison Chart in %
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AMTZX vs. CWGCX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. AMTZX (736M). AMTZX pays higher dividends than CWGCX: AMTZX (6.63) vs CWGCX (0.84). 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: 100.00 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 : 25.46 vs. CWGCX (15.29). AMTZX return over 5 years is better than : 67.40 vs. CWGCX (26.77).
| 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 | 6.921 | 4.866 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 142B | 1% |
| Annual Yield % from dividends | 6.63 | 0.84 | 793% |
| Returns for 1 year | 25.46 | 15.29 | 166% |
| Returns for 3 years | 37.63 | 39.90 | 94% |
| Returns for 5 years | 67.40 | 26.77 | 252% |
| Returns for 10 years | 137.50 | 93.96 | 146% |
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