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AGOCX vs CWGCX
AGOCX vs CWGCX Comparison
Open Charts AGOCX vs CWGCX
PGIM Jennison Global Equity Income C
Price$12.28
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets726.09M
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
AGOCX vs CWGCX Comparison Chart
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AGOCX vs. CWGCX commentary
Jun 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 AGOCX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 132B vs. AGOCX (726M). AGOCX pays higher dividends than CWGCX: AGOCX (1.69) vs CWGCX (0.87). AGOCX was incepted earlier than CWGCX: AGOCX (27 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 : 11.67 vs. CWGCX (5.50). CWGCX return over 5 years is better than : 48.05 vs. AGOCX (24.34).
| AGOCX | CWGCX | AGOCX / CWGCX | |
| Total Expense Ratio | 2.10 | 1.49 | 141% |
| Annual Report Gross Expense Ratio | 2.10 | 1.49 | 141% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 11.126 | 8.682 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 132B | 1% |
| Annual Yield % from dividends | 1.69 | 0.87 | 195% |
| Returns for 1 year | 11.67 | 5.50 | 212% |
| Returns for 3 years | 14.22 | 41.27 | 34% |
| Returns for 5 years | 24.34 | 48.05 | 51% |
| Returns for 10 years | -15.28 | 48.20 | -32% |
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