Ad is loading...
CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$60.10
Change-$0.71 (-1.17%)
VolumeN/A
Net Assets118.57B
Jensen Global Quality Growth I
Price$16.14
Change-$0.27 (-1.65%)
VolumeN/A
Net Assets60.31M
CWGCX vs JGQIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. JGQIX commentary
Apr 17, 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 Buy and JGQIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. JGQIX (60.3M). CWGCX pays higher dividends than JGQIX: CWGCX (0.93) vs JGQIX (0.27). 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). JGQIX annual gain was more profitable for investors over the last year : 6.16 vs. CWGCX (-2.14). JGQIX return over 5 years is better than : 61.12 vs. CWGCX (39.84).
| 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 | -4.088 | -2.897 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 60.3M | 197,347% |
| Annual Yield % from dividends | 0.93 | 0.27 | 341% |
| Returns for 1 year | -2.14 | 6.16 | -35% |
| Returns for 3 years | 8.48 | 14.84 | 57% |
| Returns for 5 years | 39.84 | 61.12 | 65% |
| Returns for 10 years | 29.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...