Ad is loading...
CWGCX vs JGQSX
CWGCX vs JGQSX Comparison
Open Charts CWGCX vs JGQSX
American Funds Capital World Gr&Inc C
Price$57.22
Change-$3.68 (-6.04%)
VolumeN/A
Net Assets111.7B
Jensen Global Quality Growth J
Price$15.53
Change-$0.89 (-5.42%)
VolumeN/A
Net Assets56.85M
CWGCX vs JGQSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. JGQSX commentary
Apr 07, 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 Hold and JGQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 112B vs. JGQSX (56.9M). CWGCX pays higher dividends than JGQSX: CWGCX (0.93) vs JGQSX (0.10). CWGCX was incepted earlier than JGQSX: CWGCX (24 years) vs JGQSX (5 years). JGQSX (1.52) and CWGCX (1.49) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. JGQSX (11.76). CWGCX has a lower initial minimum investment than JGQSX: CWGCX (250) vs JGQSX (2500). JGQSX annual gain was more profitable for investors over the last year : -1.61 vs. CWGCX (-8.78).
| CWGCX | JGQSX | CWGCX / JGQSX | |
| Total Expense Ratio | 1.49 | 1.25 | 119% |
| Annual Report Gross Expense Ratio | 1.49 | 1.52 | 98% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -8.684 | -8.161 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 56.9M | 196,837% |
| Annual Yield % from dividends | 0.93 | 0.10 | 940% |
| Returns for 1 year | -8.78 | -1.61 | 545% |
| Returns for 3 years | 0.85 | 5.64 | 15% |
| Returns for 5 years | 48.88 | N/A | - |
| Returns for 10 years | 24.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PALRX | 16.11 | -0.58 | -3.48% |
| PGIM Balanced R | |||
| RSLDX | 58.79 | -2.95 | -4.78% |
| American Funds SMALLCAP World R5E | |||
| PXGAX | 19.78 | -1.22 | -5.81% |
| Impax US Sustainable Economy A | |||
| MISIX | 14.48 | -0.96 | -6.22% |
| Victory Trivalent International Sm-Cp I | |||
| ETIEX | 10.30 | -0.70 | -6.36% |
| Eventide Exponential Technologies I | |||