Interact to see
Advertisement
Advertisement
CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$73.70
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
Jensen Global Quality Growth I
Price$18.00
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets70.57M
CWGCX vs JGQIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. JGQIX commentary
Nov 20, 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 Hold and JGQIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. JGQIX (70.6M). CWGCX pays higher dividends than JGQIX: CWGCX (0.75) vs JGQIX (0.11). CWGCX was incepted earlier than JGQIX: CWGCX (25 years) vs JGQIX (6 years). CWGCX (1.49) is less costly to investors than JGQIX (1.24). CWGCX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). CWGCX has a lower initial minimum investment than JGQIX: CWGCX (250) vs JGQIX (250000). CWGCX annual gain was more profitable for investors over the last year : 11.28 vs. JGQIX (7.96). JGQIX return over 5 years is better than : 47.42 vs. CWGCX (37.57).
| CWGCX | JGQIX | CWGCX / JGQIX | |
| Total Expense Ratio | 1.49 | 1.02 | 146% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 18.112 | 7.704 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 70.6M | 198,300% |
| Annual Yield % from dividends | 0.75 | 0.11 | 653% |
| Returns for 1 year | 11.28 | 7.96 | 142% |
| Returns for 3 years | 47.52 | 37.88 | 125% |
| Returns for 5 years | 37.57 | 47.42 | 79% |
| Returns for 10 years | 68.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement