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AMTZX vs FWGIX
AMTZX vs FWGIX Comparison
Open Charts AMTZX vs FWGIX
AB All Market Real Return Z
Price$9.80
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets676.27M
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AMTZX vs FWGIX Comparison Chart in %
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AMTZX vs. FWGIX commentary
Jul 28, 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 StrongBuy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. AMTZX (676M). AMTZX pays higher dividends than FWGIX: AMTZX (2.41) vs FWGIX (1.77). AMTZX was incepted earlier than FWGIX: AMTZX (11 years) vs FWGIX (9 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). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. AMTZX (13.42). AMTZX return over 5 years is better than : 69.54 vs. FWGIX (53.11).
| 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 | 9 years | - |
| Gain YTD | 11.111 | 15.237 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 137B | 0% |
| Annual Yield % from dividends | 2.41 | 1.77 | 136% |
| Returns for 1 year | 13.42 | 14.19 | 95% |
| Returns for 3 years | 21.17 | 52.35 | 40% |
| Returns for 5 years | 69.54 | 53.11 | 131% |
| Returns for 10 years | 64.93 | N/A | - |
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