Interact to see
Advertisement
Advertisement
AMTZX vs CWGFX
AMTZX vs CWGFX Comparison
Open Charts AMTZX vs CWGFX
AB All Market Real Return Z
Price$9.96
Change-$0.69 (-6.48%)
VolumeN/A
Net Assets697.75M
American Funds Capital World Gr&Inc F1
Price$77.12
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
AMTZX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMTZX vs. CWGFX commentary
Dec 14, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AMTZX (698M). AMTZX pays higher dividends than CWGFX: AMTZX (2.18) vs CWGFX (1.31). 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: 90.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AMTZX: CWGFX (250) vs AMTZX (2000000). CWGFX annual gain was more profitable for investors over the last year : 14.10 vs. AMTZX (8.08). AMTZX return over 5 years is better than : 53.42 vs. CWGFX (43.71).
| 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 | 12.245 | 24.632 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 698M | 142B | 0% |
| Annual Yield % from dividends | 2.18 | 1.31 | 166% |
| Returns for 1 year | 8.08 | 14.10 | 57% |
| Returns for 3 years | 22.53 | 54.58 | 41% |
| Returns for 5 years | 53.42 | 43.71 | 122% |
| Returns for 10 years | 95.38 | 91.21 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CWS | 70.61 | 0.84 | +1.20% |
| AdvisorShares Focused Equity ETF | |||
| OEF | 345.44 | 0.07 | +0.02% |
| iShares S&P 100 ETF | |||
| CSHP | 99.04 | N/A | N/A |
| iShares Enhanced ST Bond Active ETF | |||
| REZ | 82.69 | -0.42 | -0.51% |
| iShares Residential & Multisector RE ETF | |||
| UBOT | 26.55 | -0.15 | -0.56% |
| Direxion Dly Rbtc AI Atmtn Bl 2X ETF | |||