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CWGCX vs JGQYX
CWGCX vs JGQYX Comparison
Open Charts CWGCX vs JGQYX
American Funds Capital World Gr&Inc C
Price$70.60
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
Jensen Global Quality Growth Y
Price$18.03
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets66.6M
CWGCX vs JGQYX Comparison Chart in %
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CWGCX vs. JGQYX commentary
Jul 15, 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 JGQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. JGQYX (66.6M). CWGCX pays higher dividends than JGQYX: CWGCX (0.83) vs JGQYX (0.22). CWGCX was incepted earlier than JGQYX: CWGCX (24 years) vs JGQYX (5 years). CWGCX (1.49) is less costly to investors than JGQYX (1.27). CWGCX is a more actively managed with annual turnover of: 27.00 vs. JGQYX (11.76). CWGCX has a lower initial minimum investment than JGQYX: CWGCX (250) vs JGQYX (1000000). JGQYX annual gain was more profitable for investors over the last year : 7.58 vs. CWGCX (6.42). JGQYX return over 5 years is better than : 59.75 vs. CWGCX (44.54).
| CWGCX | JGQYX | CWGCX / JGQYX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.27 | 117% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 13.054 | 6.651 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 66.6M | 204,204% |
| Annual Yield % from dividends | 0.83 | 0.22 | 374% |
| Returns for 1 year | 6.42 | 7.58 | 85% |
| Returns for 3 years | 49.34 | 39.91 | 124% |
| Returns for 5 years | 44.54 | 59.75 | 75% |
| Returns for 10 years | 53.74 | N/A | - |
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