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CWGCX vs JGQIX
CWGCX vs JGQIX Comparison
Open Charts CWGCX vs JGQIX
American Funds Capital World Gr&Inc C
Price$67.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
Jensen Global Quality Growth I
Price$17.78
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets65.76M
CWGCX vs JGQIX Comparison Chart
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CWGCX vs. JGQIX commentary
Jun 06, 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: 131B vs. JGQIX (65.8M). CWGCX pays higher dividends than JGQIX: CWGCX (0.87) vs JGQIX (0.26). 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 : 9.44 vs. CWGCX (5.34). JGQIX return over 5 years is better than : 62.32 vs. CWGCX (41.80).
| 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 | 8.328 | 5.268 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 65.8M | 199,088% |
| Annual Yield % from dividends | 0.87 | 0.26 | 339% |
| Returns for 1 year | 5.34 | 9.44 | 57% |
| Returns for 3 years | 27.29 | 31.51 | 87% |
| Returns for 5 years | 41.80 | 62.32 | 67% |
| Returns for 10 years | 48.54 | N/A | - |
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