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CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Jensen Global Quality Growth I
Price$17.20
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets63.03M
CWGCX vs JGQIX Comparison Chart
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CWGCX vs. JGQIX commentary
Jan 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: 127B vs. JGQIX (63M). 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 : 11.57 vs. CWGCX (10.07).
| 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 | 2.024 | 1.715 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 63M | 201,587% |
| Annual Yield % from dividends | 1.04 | 0.48 | 217% |
| Returns for 1 year | 10.07 | 11.57 | 87% |
| Returns for 3 years | 6.96 | 13.54 | 51% |
| Returns for 5 years | 24.90 | N/A | - |
| Returns for 10 years | 44.49 | N/A | - |
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