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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$11.35
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets675.82M
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
AGOCX vs CWGFX Comparison Chart
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AGOCX vs. CWGFX commentary
Apr 19, 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: 117B vs. AGOCX (676M). AGOCX pays higher dividends than CWGFX: AGOCX (1.76) vs CWGFX (1.59). 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 : 6.60 vs. CWGFX (-0.97). CWGFX return over 5 years is better than : 43.42 vs. AGOCX (18.82).
| 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 | 0.739 | -3.744 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 117B | 1% |
| Annual Yield % from dividends | 1.76 | 1.59 | 110% |
| Returns for 1 year | 6.60 | -0.97 | -682% |
| Returns for 3 years | -8.81 | 10.84 | -81% |
| Returns for 5 years | 18.82 | 43.42 | 43% |
| Returns for 10 years | -25.03 | 32.63 | -77% |
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