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AMTZX vs FWGIX
AMTZX vs FWGIX Comparison
Open Charts AMTZX vs FWGIX
AB All Market Real Return Z
Price$9.73
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets673.57M
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AMTZX vs FWGIX Comparison Chart in %
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AMTZX vs. FWGIX commentary
Jul 07, 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. AMTZX (674M). AMTZX pays higher dividends than FWGIX: AMTZX (2.41) vs FWGIX (1.77). AMTZX was incepted earlier than FWGIX: AMTZX (11 years) vs FWGIX (8 years). AMTZX (0.92) is less costly to investors than FWGIX (0.41). AMTZX is a more actively managed with annual turnover of: 90.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AMTZX: FWGIX (1000000) vs AMTZX (2000000). AMTZX annual gain was more profitable for investors over the last year : 11.10 vs. FWGIX (9.74). AMTZX return over 5 years is better than : 71.70 vs. FWGIX (54.88).
| AMTZX | FWGIX | AMTZX / FWGIX | |
| Total Expense Ratio | 0.88 | 0.41 | 215% |
| Annual Report Gross Expense Ratio | 0.92 | 0.41 | 224% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 10.317 | 13.775 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 136B | 0% |
| Annual Yield % from dividends | 2.41 | 1.77 | 136% |
| Returns for 1 year | 11.10 | 9.74 | 114% |
| Returns for 3 years | 21.47 | 51.57 | 42% |
| Returns for 5 years | 71.70 | 54.88 | 131% |
| Returns for 10 years | 57.44 | N/A | - |
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