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AGOCX vs CWGCX
AGOCX vs CWGCX Comparison
Open Charts AGOCX vs CWGCX
PGIM Jennison Global Equity Income C
Price$12.73
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets738.61M
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGOCX vs CWGCX Comparison Chart in %
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AGOCX vs. CWGCX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AGOCX (739M). AGOCX pays higher dividends than CWGCX: AGOCX (1.81) vs CWGCX (0.84). 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). CWGCX annual gain was more profitable for investors over the last year : 10.57 vs. AGOCX (9.68). CWGCX return over 5 years is better than : 43.67 vs. AGOCX (17.09).
| 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 | 15.289 | 14.975 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 137B | 1% |
| Annual Yield % from dividends | 1.81 | 0.84 | 217% |
| Returns for 1 year | 9.68 | 10.57 | 92% |
| Returns for 3 years | 9.72 | 38.58 | 25% |
| Returns for 5 years | 17.09 | 43.67 | 39% |
| Returns for 10 years | -10.52 | 59.96 | -18% |
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