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AGOCX vs CWGCX
AGOCX vs CWGCX Comparison
Open Charts AGOCX vs CWGCX
PGIM Jennison Global Equity Income C
Price$12.76
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets733.96M
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
AGOCX vs CWGCX Comparison Chart in %
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AGOCX vs. CWGCX commentary
Sep 06, 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 (734M). AGOCX pays higher dividends than CWGCX: AGOCX (1.75) vs CWGCX (0.82). 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 : 12.28 vs. AGOCX (6.98). CWGCX return over 5 years is better than : 43.30 vs. AGOCX (18.12).
| 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 | 15.108 | 15.632 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 137B | 1% |
| Annual Yield % from dividends | 1.75 | 0.82 | 215% |
| Returns for 1 year | 6.98 | 12.28 | 57% |
| Returns for 3 years | 19.47 | 51.16 | 38% |
| Returns for 5 years | 18.12 | 43.30 | 42% |
| Returns for 10 years | -4.85 | 71.02 | -7% |