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CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
Jensen Global Quality Growth I
Price$16.92
Change-$0.45 (-2.59%)
VolumeN/A
CapitalizationN/A
CWGCX vs JGQIX Comparison Chart
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CWGCX vs. JGQIX commentary
Dec 19, 2024
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: 121B vs. JGQIX (63.5M). CWGCX pays higher dividends than JGQIX: CWGCX (1.04) vs JGQIX (0.48). CWGCX was incepted earlier than JGQIX: CWGCX (24 years) vs JGQIX (5 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (16.82). 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 : 13.99 vs. CWGCX (11.39).
| CWGCX | JGQIX | CWGCX / JGQIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.830 | 13.181 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 63.5M | 190,551% |
| Annual Yield % from dividends | 1.04 | 0.48 | 217% |
| Returns for 1 year | 11.39 | 13.99 | 81% |
| Returns for 3 years | 8.48 | 12.96 | 65% |
| Returns for 5 years | 29.79 | N/A | - |
| Returns for 10 years | 44.61 | N/A | - |