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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-$0.00 (-0.00%)
VolumeN/A
Net Assets729.38M
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
AGOCX vs CWGCX Comparison Chart in %
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AGOCX vs. CWGCX commentary
Jul 27, 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 Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AGOCX (729M). 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). CWGCX annual gain was more profitable for investors over the last year : 12.91 vs. AGOCX (10.04). CWGCX return over 5 years is better than : 47.25 vs. AGOCX (19.37).
| 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 | 13.027 | 14.559 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 137B | 1% |
| Annual Yield % from dividends | 1.80 | 0.83 | 216% |
| Returns for 1 year | 10.04 | 12.91 | 78% |
| Returns for 3 years | 14.46 | 48.13 | 30% |
| Returns for 5 years | 19.37 | 47.25 | 41% |
| Returns for 10 years | -12.55 | 58.80 | -21% |
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