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AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
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 F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AMTZX vs CWGFX Comparison Chart in %
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AMTZX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AMTZX (736M). AMTZX pays higher dividends than CWGFX: AMTZX (6.63) vs CWGFX (1.41). AMTZX was incepted earlier than CWGFX: AMTZX (12 years) vs CWGFX (25 years). AMTZX (0.92) is less costly to investors than CWGFX (0.80). AMTZX is a more actively managed with annual turnover of: 100.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTZX: CWGFX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 25.46 vs. CWGFX (16.18). AMTZX return over 5 years is better than : 67.40 vs. CWGFX (30.54).
| 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 | 25 years | - |
| Gain YTD | 6.921 | 4.924 | 141% |
| 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 | 1.41 | 469% |
| Returns for 1 year | 25.46 | 16.18 | 157% |
| Returns for 3 years | 37.63 | 43.02 | 87% |
| Returns for 5 years | 67.40 | 30.54 | 221% |
| Returns for 10 years | 137.50 | 99.82 | 138% |
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