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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$9.80
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets675.4M
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AMTZX vs CWGFX Comparison Chart in %
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AMTZX vs. CWGFX commentary
Aug 18, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AMTZX (675M). AMTZX pays higher dividends than CWGFX: AMTZX (2.41) vs CWGFX (1.42). AMTZX was incepted earlier than CWGFX: AMTZX (12 years) vs CWGFX (24 years). AMTZX (0.92) is less costly to investors than CWGFX (0.80). AMTZX is a more actively managed with annual turnover of: 90.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTZX: CWGFX (250) vs AMTZX (2000000). AMTZX (11.78) and CWGFX (11.40) have marching annual gain over last year. AMTZX return over 5 years is better than : 63.98 vs. CWGFX (47.31).
| AMTZX | CWGFX | AMTZX / CWGFX | |
| Total Expense Ratio | 0.88 | 0.80 | 110% |
| Annual Report Gross Expense Ratio | 0.92 | 0.80 | 115% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 11.111 | 15.446 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 137B | 0% |
| Annual Yield % from dividends | 2.41 | 1.42 | 170% |
| Returns for 1 year | 11.78 | 11.40 | 103% |
| Returns for 3 years | 15.02 | 41.09 | 37% |
| Returns for 5 years | 63.98 | 47.31 | 135% |
| Returns for 10 years | 68.10 | 64.09 | 106% |
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