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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$13.18
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets748.88M
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX commentary
Nov 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. AGOCX (749M). AGOCX pays higher dividends than CWGFX: AGOCX (1.42) vs CWGFX (1.32). AGOCX was incepted earlier than CWGFX: AGOCX (28 years) vs CWGFX (25 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 : 14.60 vs. CWGFX (12.09). CWGFX return over 5 years is better than : 41.29 vs. AGOCX (15.19).
| 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 | 25 years | - |
| Gain YTD | 20.089 | 18.797 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 140B | 1% |
| Annual Yield % from dividends | 1.42 | 1.32 | 108% |
| Returns for 1 year | 14.60 | 12.09 | 121% |
| Returns for 3 years | 17.74 | 50.45 | 35% |
| Returns for 5 years | 15.19 | 41.29 | 37% |
| Returns for 10 years | -1.52 | 73.63 | -2% |
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