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AMTZX vs FWCGX
AMTZX vs FWCGX Comparison
Open Charts AMTZX vs FWCGX
AB All Market Real Return Z
Price$9.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets668.49M
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AMTZX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. AMTZX (668M). AMTZX pays higher dividends than FWCGX: AMTZX (2.48) vs FWCGX (1.81). AMTZX was incepted earlier than FWCGX: AMTZX (11 years) vs FWCGX (5 years). AMTZX (0.92) is less costly to investors than FWCGX (0.47). AMTZX is a more actively managed with annual turnover of: 90.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AMTZX: FWCGX (250) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 10.26 vs. FWCGX (6.64).
| AMTZX | FWCGX | AMTZX / FWCGX | |
| Total Expense Ratio | 0.88 | 0.47 | 187% |
| Annual Report Gross Expense Ratio | 0.92 | 0.47 | 196% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 8.503 | 9.155 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 131B | 1% |
| Annual Yield % from dividends | 2.48 | 1.81 | 138% |
| Returns for 1 year | 10.26 | 6.64 | 154% |
| Returns for 3 years | 14.65 | 46.75 | 31% |
| Returns for 5 years | 72.78 | N/A | - |
| Returns for 10 years | 50.09 | N/A | - |
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