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CWGCX vs JGQSX
CWGCX vs JGQSX Comparison
Open Charts CWGCX vs JGQSX
American Funds Capital World Gr&Inc C
Price$68.87
Change+$0.97 (+1.43%)
VolumeN/A
Net Assets130.31B
Jensen Global Quality Growth J
Price$17.77
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets64.22M
CWGCX vs JGQSX Comparison Chart in %
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CWGCX vs. JGQSX commentary
Jun 25, 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 JGQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 130B vs. JGQSX (64.2M). CWGCX pays higher dividends than JGQSX: CWGCX (0.87) vs JGQSX (0.09). 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 : 5.45 vs. CWGCX (4.91). JGQSX return over 5 years is better than : 61.96 vs. CWGCX (46.05).
| 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 | 8.138 | 2.484 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 64.2M | 202,492% |
| Annual Yield % from dividends | 0.87 | 0.09 | 933% |
| Returns for 1 year | 4.91 | 5.45 | 90% |
| Returns for 3 years | 38.07 | 31.29 | 122% |
| Returns for 5 years | 46.05 | 61.96 | 74% |
| Returns for 10 years | 47.31 | N/A | - |
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