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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets713.17M
American Funds Capital World Gr&Inc F1
Price$68.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX commentary
Jun 20, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. AGOCX (713M). AGOCX pays higher dividends than CWGFX: AGOCX (1.69) vs CWGFX (1.49). AGOCX was incepted earlier than CWGFX: AGOCX (27 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). AGOCX annual gain was more profitable for investors over the last year : 9.19 vs. CWGFX (5.68). CWGFX return over 5 years is better than : 49.41 vs. AGOCX (20.62).
| AGOCX | CWGFX | AGOCX / CWGFX | |
| Total Expense Ratio | 2.10 | 0.80 | 263% |
| Annual Report Gross Expense Ratio | 2.10 | 0.80 | 263% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 9.246 | 8.911 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 131B | 1% |
| Annual Yield % from dividends | 1.69 | 1.49 | 114% |
| Returns for 1 year | 9.19 | 5.68 | 162% |
| Returns for 3 years | 15.02 | 46.49 | 32% |
| Returns for 5 years | 20.62 | 49.41 | 42% |
| Returns for 10 years | -17.27 | 51.95 | -33% |
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