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AGOCX vs CWGCX
AGOCX vs CWGCX Comparison
Open Charts AGOCX vs CWGCX
PGIM Jennison Global Equity Income C
Price$12.49
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets730.86M
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.13B
AGOCX vs CWGCX Comparison Chart in %
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AGOCX vs. CWGCX commentary
Jul 05, 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 AGOCX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. AGOCX (731M). AGOCX pays higher dividends than CWGCX: AGOCX (1.80) vs CWGCX (0.83). AGOCX was incepted earlier than CWGCX: AGOCX (28 years) vs CWGCX (24 years). AGOCX (2.10) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGOCX (6.00). CWGCX has a lower initial minimum investment than AGOCX: CWGCX (250) vs AGOCX (1000). AGOCX annual gain was more profitable for investors over the last year : 11.91 vs. CWGCX (8.49). CWGCX return over 5 years is better than : 48.95 vs. AGOCX (22.92).
| AGOCX | CWGCX | AGOCX / CWGCX | |
| Total Expense Ratio | 2.10 | 1.49 | 141% |
| Annual Report Gross Expense Ratio | 2.10 | 1.49 | 141% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 12.665 | 13.166 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 135B | 1% |
| Annual Yield % from dividends | 1.80 | 0.83 | 216% |
| Returns for 1 year | 11.91 | 8.49 | 140% |
| Returns for 3 years | 15.40 | 47.34 | 33% |
| Returns for 5 years | 22.92 | 48.95 | 47% |
| Returns for 10 years | -13.15 | 58.53 | -22% |
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