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AGOCX vs CWGFX
AGOCX vs CWGFX Comparison
Open Charts AGOCX vs CWGFX
PGIM Jennison Global Equity Income C
Price$11.83
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets699.77M
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
AGOCX vs CWGFX Comparison Chart
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AGOCX vs. CWGFX commentary
May 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: 125B vs. AGOCX (700M). AGOCX pays higher dividends than CWGFX: AGOCX (1.75) vs CWGFX (1.58). 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 : 6.64 vs. CWGFX (2.15). CWGFX return over 5 years is better than : 50.78 vs. AGOCX (24.09).
| AGOCX | CWGFX | AGOCX / CWGFX | |
| Total Expense Ratio | 2.10 | 0.80 | 263% |
| Annual Report Gross Expense Ratio | 2.10 | 0.80 | 263% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 5.933 | 2.807 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 700M | 125B | 1% |
| Annual Yield % from dividends | 1.75 | 1.58 | 111% |
| Returns for 1 year | 6.64 | 2.15 | 308% |
| Returns for 3 years | 2.23 | 30.30 | 7% |
| Returns for 5 years | 24.09 | 50.78 | 47% |
| Returns for 10 years | -20.41 | 41.62 | -49% |
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