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CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$70.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets135.35B
Jensen Global Quality Growth I
Price$17.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.71M
CWGCX vs JGQIX Comparison Chart in %
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CWGCX vs. JGQIX commentary
Aug 09, 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: 135B vs. JGQIX (67.7M). CWGCX pays higher dividends than JGQIX: CWGCX (0.84) 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). CWGCX annual gain was more profitable for investors over the last year : 13.48 vs. JGQIX (11.02). JGQIX return over 5 years is better than : 55.72 vs. CWGCX (43.17).
| 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 | 13.582 | 6.520 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 67.7M | 199,409% |
| Annual Yield % from dividends | 0.84 | 0.20 | 408% |
| Returns for 1 year | 13.48 | 11.02 | 122% |
| Returns for 3 years | 41.53 | 31.44 | 132% |
| Returns for 5 years | 43.17 | 55.72 | 77% |
| Returns for 10 years | 56.97 | N/A | - |