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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$12.73
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets738.61M
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AGOCX vs CWGFX Comparison Chart in %
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AGOCX vs. CWGFX commentary
Aug 16, 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 (739M). AGOCX pays higher dividends than CWGFX: AGOCX (1.81) 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). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. AGOCX (9.68). CWGFX return over 5 years is better than : 47.31 vs. AGOCX (17.09).
| 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 | 15.289 | 15.446 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 137B | 1% |
| Annual Yield % from dividends | 1.81 | 1.42 | 127% |
| Returns for 1 year | 9.68 | 11.40 | 85% |
| Returns for 3 years | 9.72 | 41.09 | 24% |
| Returns for 5 years | 17.09 | 47.31 | 36% |
| Returns for 10 years | -10.52 | 64.09 | -16% |
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