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CWGCX vs JGQYX
CWGCX vs JGQYX Comparison
Open Charts CWGCX vs JGQYX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Jensen Global Quality Growth Y
Price$17.89
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets65.73M
CWGCX vs JGQYX Comparison Chart
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CWGCX vs. JGQYX commentary
Jun 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 Buy and JGQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. JGQYX (65.7M). CWGCX pays higher dividends than JGQYX: CWGCX (0.87) vs JGQYX (0.28). 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 : 9.06 vs. CWGCX (5.53). JGQYX return over 5 years is better than : 62.43 vs. CWGCX (42.30).
| 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 | 8.711 | 5.217 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 65.7M | 199,391% |
| Annual Yield % from dividends | 0.87 | 0.28 | 316% |
| Returns for 1 year | 5.53 | 9.06 | 61% |
| Returns for 3 years | 26.86 | 30.52 | 88% |
| Returns for 5 years | 42.30 | 62.43 | 68% |
| Returns for 10 years | 49.31 | N/A | - |
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