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CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$74.22
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets140.8B
Jensen Global Quality Growth I
Price$18.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets69.2M
CWGCX vs JGQIX Comparison Chart in %
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CWGCX vs. JGQIX commentary
Sep 19, 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 StrongBuy and JGQIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. JGQIX (69.2M). CWGCX pays higher dividends than JGQIX: CWGCX (0.82) vs JGQIX (0.20). CWGCX was incepted earlier than JGQIX: CWGCX (25 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 (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 : 13.36 vs. JGQIX (8.49). JGQIX return over 5 years is better than : 57.30 vs. CWGCX (49.15).
| CWGCX | JGQIX | CWGCX / JGQIX | |
| Total Expense Ratio | 1.49 | 1.02 | 146% |
| Annual Report Gross Expense Ratio | 1.49 | 1.29 | 116% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 18.945 | 8.237 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 69.2M | 203,757% |
| Annual Yield % from dividends | 0.82 | 0.20 | 401% |
| Returns for 1 year | 13.36 | 8.49 | 157% |
| Returns for 3 years | 55.40 | 43.40 | 128% |
| Returns for 5 years | 49.15 | 57.30 | 86% |
| Returns for 10 years | 76.93 | N/A | - |