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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
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 F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AGOCX (734M). AGOCX pays higher dividends than CWGFX: AGOCX (1.75) vs CWGFX (1.39). AGOCX was incepted earlier than CWGFX: AGOCX (28 years) vs CWGFX (24 years). AGOCX (2.10) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGOCX (6.00). CWGFX has a lower initial minimum investment than AGOCX: CWGFX (250) vs AGOCX (1000). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. AGOCX (6.98). CWGFX return over 5 years is better than : 46.91 vs. AGOCX (18.12).
| AGOCX | CWGFX | AGOCX / CWGFX | |
| Total Expense Ratio | 2.10 | 0.80 | 263% |
| Annual Report Gross Expense Ratio | 2.10 | 0.80 | 263% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 15.108 | 16.146 | 94% |
| 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 | 1.39 | 126% |
| Returns for 1 year | 6.98 | 13.11 | 53% |
| Returns for 3 years | 19.47 | 53.92 | 36% |
| Returns for 5 years | 18.12 | 46.91 | 39% |
| Returns for 10 years | -4.85 | 75.40 | -6% |
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