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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$12.41
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets730.21M
American Funds Capital World Gr&Inc F1
Price$71.30
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets136.29B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX commentary
Jul 12, 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: 136B vs. AGOCX (730M). AGOCX pays higher dividends than CWGFX: AGOCX (1.80) vs CWGFX (1.42). 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). AGOCX annual gain was more profitable for investors over the last year : 9.68 vs. CWGFX (7.68). CWGFX return over 5 years is better than : 49.48 vs. AGOCX (22.56).
| 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 | 12.755 | 13.379 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 730M | 136B | 1% |
| Annual Yield % from dividends | 1.80 | 1.42 | 127% |
| Returns for 1 year | 9.68 | 7.68 | 126% |
| Returns for 3 years | 16.92 | 52.59 | 32% |
| Returns for 5 years | 22.56 | 49.48 | 46% |
| Returns for 10 years | -14.77 | 58.61 | -25% |
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