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CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$70.60
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
Jensen Global Quality Growth I
Price$18.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets66.6M
CWGCX vs JGQIX Comparison Chart in %
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CWGCX vs. JGQIX commentary
Jul 15, 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 CWGCX is a Buy and JGQIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. JGQIX (66.6M). CWGCX pays higher dividends than JGQIX: CWGCX (0.83) vs JGQIX (0.20). CWGCX was incepted earlier than JGQIX: CWGCX (24 years) vs JGQIX (5 years). CWGCX (1.49) is less costly to investors than JGQIX (1.29). CWGCX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (11.76). CWGCX has a lower initial minimum investment than JGQIX: CWGCX (250) vs JGQIX (250000). JGQIX annual gain was more profitable for investors over the last year : 7.56 vs. CWGCX (6.42). JGQIX return over 5 years is better than : 59.55 vs. CWGCX (44.54).
| CWGCX | JGQIX | CWGCX / JGQIX | |
| Total Expense Ratio | 1.49 | 1.02 | 146% |
| Annual Report Gross Expense Ratio | 1.49 | 1.29 | 116% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 13.054 | 6.638 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 66.6M | 204,204% |
| Annual Yield % from dividends | 0.83 | 0.20 | 409% |
| Returns for 1 year | 6.42 | 7.56 | 85% |
| Returns for 3 years | 49.34 | 39.77 | 124% |
| Returns for 5 years | 44.54 | 59.55 | 75% |
| Returns for 10 years | 53.74 | N/A | - |
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